TBWAX Mutual Fund

TBWAX Mutual Fund

NAV$23.58
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Returns Overview

1 Month
-0.80%
3 Months
+6.51%
6 Months
+2.66%
YTD
+2.00%
1 Year
+9.96%
3 Years (annualized)
+10.67%
5 Years (annualized)
+6.33%
10 Years (annualized)
+12.43%

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)
+2.00%
Peer Avg (YTD)
+9.13%
vs Peers
-7.13%

TBWAX Mutual Fund Performance

TBWAX performance across multiple time periods: 1-month -0.80%, YTD 2.00%, 1-year 9.96%, 3-year 10.67%, 5-year 6.33%, 10-year 12.43%.

TBWAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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