TBARX Mutual Fund

NAV$30.79

Returns Overview

1 Month
-1.47%
3 Months
+7.33%
6 Months
+2.31%
YTD
+2.37%
1 Year
+14.02%
3 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBARX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+5.87%
vs Peers
-3.49%

TBARX Mutual Fund Performance

TBARX performance across multiple time periods: 1-month -1.47%, YTD 2.37%, 1-year 14.02%, 3-year 12.93%.

TBARX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

TBARX performance comparison shows side-by-side returns with another fund. TBARX alternatives are available in the Mutual Fund Screener.