TFBAX Mutual Fund

TFBAX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+0.57%
3 Months
-0.15%
6 Months
+0.72%
YTD
+0.74%
1 Year
+1.19%
3 Years (annualized)
+4.66%
5 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFBAX 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
PROUpgrade to run
🏦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
Bloomberg 1-3 Year US Corporate Bond Index(BBG13YUCBI)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+1.93%
vs Peers
-1.19%

TFBAX Mutual Fund Performance

TFBAX performance across multiple time periods: 1-month 0.57%, YTD 0.74%, 1-year 1.19%, 3-year 4.66%, 5-year 2.71%.

TFBAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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