TBWAX Mutual Fund

TBWAX Mutual Fund

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Returns Overview

1 Month
+4.15%
3 Months
+4.52%
6 Months
+4.10%
YTD
+6.23%
1 Year
+15.19%
3 Years (annualized)
+11.15%
5 Years (annualized)
+5.04%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBWAX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+9.42%
vs Peers
-3.19%

TBWAX Mutual Fund Performance

TBWAX performance across multiple time periods: 1-month 4.15%, YTD 6.23%, 1-year 15.19%, 3-year 11.15%, 5-year 5.04%, 10-year 9.89%.

TBWAX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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