TCBAX Mutual Fund

TCBAX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
-3.68%
3 Months
+2.81%
6 Months
+7.75%
YTD
+9.77%
1 Year
+12.95%
3 Years (annualized)
+12.02%
5 Years (annualized)
+7.01%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCBAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+5.40%
vs Peers
+4.37%

TCBAX Mutual Fund Performance

TCBAX performance across multiple time periods: 1-month -3.68%, YTD 9.77%, 1-year 12.95%, 3-year 12.02%, 5-year 7.01%, 10-year 7.32%.

TCBAX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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