TCBAX Mutual Fund

TCBAX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+3.21%
3 Months
+2.65%
6 Months
+7.15%
YTD
+10.20%
1 Year
+18.14%
3 Years (annualized)
+10.36%
5 Years (annualized)
+7.42%
10 Years (annualized)
+7.06%

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)
+10.20%
Peer Avg (YTD)
+2.39%
vs Peers
+7.81%

TCBAX Mutual Fund Performance

TCBAX performance across multiple time periods: 1-month 3.21%, YTD 10.20%, 1-year 18.14%, 3-year 10.36%, 5-year 7.42%, 10-year 7.06%.

TCBAX returns outperform the peer average of 2.39% 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.