TBWIX Mutual Fund

NAV$24.35
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Returns Overview

1 Month
-0.73%
3 Months
+6.69%
6 Months
+2.89%
YTD
+2.30%
1 Year
+10.51%
3 Years (annualized)
+11.25%
5 Years (annualized)
+4.34%
10 Years (annualized)
+10.71%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+9.13%
vs Peers
-6.83%

TBWIX Mutual Fund Performance

TBWIX performance across multiple time periods: 1-month -0.73%, YTD 2.30%, 1-year 10.51%, 3-year 11.25%, 5-year 4.34%, 10-year 10.71%.

TBWIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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