TBCIX Mutual Fund

TBCIX Mutual Fund

NAV$223.25
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Returns Overview

1 Month
+2.11%
3 Months
+3.08%
6 Months
+16.79%
YTD
+4.19%
1 Year
+5.88%
3 Years (annualized)
+21.02%
5 Years (annualized)
+8.18%
10 Years (annualized)
+15.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBCIX 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
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📉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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+8.68%
vs Peers
-4.49%

TBCIX Mutual Fund Performance

TBCIX performance across multiple time periods: 1-month 2.11%, YTD 4.19%, 1-year 5.88%, 3-year 21.02%, 5-year 8.18%, 10-year 15.99%.

TBCIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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