TBVXX Mutual Fund

TBVXX Mutual Fund

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Returns Overview

1 Month
+0.19%
3 Months
+0.39%
6 Months
+0.81%
YTD
+0.81%
1 Year
+2.45%
3 Years (annualized)
+2.96%
5 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBVXX 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)
+0.81%
Peer Avg (YTD)
+1.18%
vs Peers
-0.36%

TBVXX Mutual Fund Performance

TBVXX performance across multiple time periods: 1-month 0.19%, YTD 0.81%, 1-year 2.45%, 3-year 2.96%, 5-year 2.32%.

TBVXX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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