TOBYX Mutual Fund

NAV$9.27

Returns Overview

1 Month
+0.17%
3 Months
+1.00%
6 Months
+0.72%
YTD
+0.93%
1 Year
+4.27%
3 Years (annualized)
+5.18%
5 Years (annualized)
+0.45%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOBYX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+3.23%
vs Peers
-2.30%

TOBYX Mutual Fund Performance

TOBYX performance across multiple time periods: 1-month 0.17%, YTD 0.93%, 1-year 4.27%, 3-year 5.18%, 5-year 0.45%, 10-year 2.27%.

TOBYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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