TBSXX Mutual Fund

TBSXX Mutual Fund

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Returns Overview

1 Month
+0.17%
3 Months
+0.51%
6 Months
+0.90%
YTD
+0.90%
1 Year
+1.46%
3 Years (annualized)
+2.20%
5 Years (annualized)
+1.81%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBSXX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+2.25%
vs Peers
-1.35%

TBSXX Mutual Fund Performance

TBSXX performance across multiple time periods: 1-month 0.17%, YTD 0.90%, 1-year 1.46%, 3-year 2.20%, 5-year 1.81%, 10-year 1.22%.

TBSXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

TBSXX vs another fund shows side-by-side returns. TBSXX alternatives are available in the Mutual Fund Screener.