TBARX Mutual Fund

TBARX Mutual Fund

NAV$31.52
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Returns Overview

1 Month
-1.41%
3 Months
+2.63%
6 Months
+10.15%
YTD
+5.06%
1 Year
+7.21%
3 Years (annualized)
+12.97%
5 Years (annualized)
+6.71%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBARX 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 Index(SPX)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+4.97%
vs Peers
+0.10%

TBARX Mutual Fund Performance

TBARX performance across multiple time periods: 1-month -1.41%, YTD 5.06%, 1-year 7.21%, 3-year 12.97%, 5-year 6.71%, 10-year 9.87%.

TBARX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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