TBWCX Mutual Fund

TBWCX Mutual Fund

NAV$21.39
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Returns Overview

1 Month
-3.84%
3 Months
+0.18%
6 Months
+6.55%
YTD
+1.92%
1 Year
+6.65%
3 Years (annualized)
+11.79%
5 Years (annualized)
+3.63%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBWCX 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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+9.29%
vs Peers
-7.37%

TBWCX Mutual Fund Performance

TBWCX performance across multiple time periods: 1-month -3.84%, YTD 1.92%, 1-year 6.65%, 3-year 11.79%, 5-year 3.63%, 10-year 9.00%.

TBWCX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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