TBIIX Mutual Fund

TBIIX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
-2.60%
3 Months
-3.56%
6 Months
-2.90%
YTD
-2.75%
1 Year
-1.92%
3 Years (annualized)
+3.93%
5 Years (annualized)
-0.47%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBIIX 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 Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-2.75%
Peer Avg (YTD)
+0.50%
vs Peers
-3.25%

TBIIX Mutual Fund Performance

TBIIX performance across multiple time periods: 1-month -2.60%, YTD -2.75%, 1-year -1.92%, 3-year 3.93%, 5-year -0.47%, 10-year 1.56%.

TBIIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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