TBDZX Mutual Fund

TBDZX Mutual Fund

NAV$23.90
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Returns Overview

1 Month
+2.62%
3 Months
+2.89%
6 Months
+20.45%
YTD
+9.20%
1 Year
+11.14%
3 Years (annualized)
+20.92%
5 Years (annualized)
+14.29%
10 Years (annualized)
+16.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBDZX 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)
+9.20%
Peer Avg (YTD)
+8.68%
vs Peers
+0.52%

TBDZX Mutual Fund Performance

TBDZX performance across multiple time periods: 1-month 2.62%, YTD 9.20%, 1-year 11.14%, 3-year 20.92%, 5-year 14.29%, 10-year 16.44%.

TBDZX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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