TBWCX Mutual Fund

TBWCX Mutual Fund

NAV$22.75
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Returns Overview

1 Month
+4.09%
3 Months
+4.33%
6 Months
+3.81%
YTD
+5.89%
1 Year
+14.44%
3 Years (annualized)
+10.33%
5 Years (annualized)
+4.27%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBWCX 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)
+5.89%
Peer Avg (YTD)
+9.42%
vs Peers
-3.53%

TBWCX Mutual Fund Performance

TBWCX performance across multiple time periods: 1-month 4.09%, YTD 5.89%, 1-year 14.44%, 3-year 10.33%, 5-year 4.27%, 10-year 9.17%.

TBWCX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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