TBWCX Mutual Fund

TBWCX Mutual Fund

NAV$21.35
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Returns Overview

1 Month
-3.03%
3 Months
-6.67%
6 Months
-2.63%
YTD
-1.17%
1 Year
+2.52%
3 Years (annualized)
+12.30%
5 Years (annualized)
+2.47%
10 Years (annualized)
+7.85%

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)
-1.17%
Peer Avg (YTD)
+8.05%
vs Peers
-9.22%

TBWCX Mutual Fund Performance

TBWCX performance across multiple time periods: 1-month -3.03%, YTD -1.17%, 1-year 2.52%, 3-year 12.30%, 5-year 2.47%, 10-year 7.85%.

TBWCX returns trail the peer average of 8.05% 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.