TFBAX Mutual Fund

TFBAX Mutual Fund

NAV$8.61
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Returns Overview

1 Month
-0.94%
3 Months
-1.08%
6 Months
+0.55%
YTD
+0.17%
1 Year
+1.26%
3 Years (annualized)
+4.91%
5 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFBAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year US Corporate Bond Index(BBG13YUCBI)
This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
+0.50%
vs Peers
-0.33%

TFBAX Mutual Fund Performance

TFBAX performance across multiple time periods: 1-month -0.94%, YTD 0.17%, 1-year 1.26%, 3-year 4.91%, 5-year 0.60%.

TFBAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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