TNBIX Mutual Fund

NAV$21.47

Returns Overview

1 Month
+2.58%
3 Months
+2.97%
6 Months
+4.12%
YTD
+6.39%
1 Year
+13.60%
3 Years (annualized)
+14.90%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.09%

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
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
MSCI World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+9.13%
vs Peers
-2.74%

TNBIX Mutual Fund Performance

TNBIX performance across multiple time periods: 1-month 2.58%, YTD 6.39%, 1-year 13.60%, 3-year 14.90%, 5-year 9.48%, 10-year 11.09%.

TNBIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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