TCBHX Mutual Fund

NAV$9.08

Returns Overview

1 Month
-1.30%
3 Months
-1.41%
6 Months
-2.37%
YTD
-2.37%
1 Year
+4.48%
3 Years (annualized)
+4.99%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCBHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.37%
Peer Avg (YTD)
+1.76%
vs Peers
-4.13%

TCBHX Mutual Fund Performance

TCBHX performance across multiple time periods: 1-month -1.30%, YTD -2.37%, 1-year 4.48%, 3-year 4.99%, 5-year 0.57%, 10-year 2.64%.

TCBHX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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