TBFIX Mutual Fund

NAV$8.71

Returns Overview

1 Month
+0.22%
3 Months
+0.14%
6 Months
-0.14%
YTD
-0.03%
1 Year
+2.96%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.21%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBFIX 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
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+3.23%
vs Peers
-3.26%

TBFIX Mutual Fund Performance

TBFIX performance across multiple time periods: 1-month 0.22%, YTD -0.03%, 1-year 2.96%, 3-year 3.65%, 5-year 0.21%, 10-year 0.99%.

TBFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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