TNBIX Mutual Fund

TNBIX Mutual Fund

NAV$21.66
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Returns Overview

1 Month
-2.53%
3 Months
+1.29%
6 Months
+7.12%
YTD
+5.05%
1 Year
+6.22%
3 Years (annualized)
+14.90%
5 Years (annualized)
+8.28%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNBIX 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
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📉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 Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+9.29%
vs Peers
-4.24%

TNBIX Mutual Fund Performance

TNBIX performance across multiple time periods: 1-month -2.53%, YTD 5.05%, 1-year 6.22%, 3-year 14.90%, 5-year 8.28%, 10-year 10.89%.

TNBIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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