TBHDX Mutual Fund

NAV$6.50

Returns Overview

1 Month
+3.83%
3 Months
+5.52%
6 Months
+1.72%
YTD
+6.91%
1 Year
+14.09%
3 Years (annualized)
+12.25%
5 Years (annualized)
+6.49%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBHDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Hedged to US)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+9.49%
vs Peers
-2.58%

TBHDX Mutual Fund Performance

TBHDX performance across multiple time periods: 1-month 3.83%, YTD 6.91%, 1-year 14.09%, 3-year 12.25%, 5-year 6.49%, 10-year 7.28%.

TBHDX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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