TBWIX Mutual Fund

TBWIX Mutual Fund

NAV$23.58
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Returns Overview

1 Month
+4.15%
3 Months
+4.60%
6 Months
+4.33%
YTD
+6.54%
1 Year
+15.75%
3 Years (annualized)
+11.73%
5 Years (annualized)
+5.59%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBWIX 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)
+6.54%
Peer Avg (YTD)
+9.42%
vs Peers
-2.88%

TBWIX Mutual Fund Performance

TBWIX performance across multiple time periods: 1-month 4.15%, YTD 6.54%, 1-year 15.75%, 3-year 11.73%, 5-year 5.59%, 10-year 10.57%.

TBWIX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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