TBHDX Mutual Fund

TBHDX Mutual Fund

NAV$6.46
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Returns Overview

1 Month
-4.30%
3 Months
+3.37%
6 Months
+9.84%
YTD
+7.68%
1 Year
+10.61%
3 Years (annualized)
+14.70%
5 Years (annualized)
+7.82%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBHDX 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
MSCI World Index (Hedged to US)
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+10.00%
vs Peers
-2.32%

TBHDX Mutual Fund Performance

TBHDX performance across multiple time periods: 1-month -4.30%, YTD 7.68%, 1-year 10.61%, 3-year 14.70%, 5-year 7.82%, 10-year 7.86%.

TBHDX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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