TCBAX Mutual Fund

TCBAX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+4.88%
3 Months
+4.47%
6 Months
+7.24%
YTD
+15.13%
1 Year
+18.46%
3 Years (annualized)
+14.73%
5 Years (annualized)
+7.27%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCBAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+15.13%
Peer Avg (YTD)
+3.99%
vs Peers
+11.14%

TCBAX Mutual Fund Performance

TCBAX performance across multiple time periods: 1-month 4.88%, YTD 15.13%, 1-year 18.46%, 3-year 14.73%, 5-year 7.27%, 10-year 7.54%.

TCBAX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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