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Tweedy, Browne Worldwide Hi Div Yld Val (TBHDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.92+0.01 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.83%
5-year average return3.37%
Number of years up10
Number of years down6
Best 1-yr total return (4 Jul 2024)28.18%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.18%
Worst 3-yr total return-1.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTBHDXCategory
YTD3.24%14.38%
1-month-3.97%-1.21%
3-month-0.91%5.03%
1-year10.08%39.50%
3-year2.15%9.11%
5-year3.03%10.10%
10-year3.17%7.90%
Last bull market16.83%15.53%
Last bear market-9.39%-17.52%

Annual total return (%) history

Year
TBHDXCategory
2024
N/AN/A
2023
12.37%N/A
2022
-10.55%N/A
2021
11.58%N/A
2020
-4.35%2.50%
2019
18.55%20.73%
2018
-5.61%-10.41%
2017
22.06%18.90%
2016
4.56%9.24%
2015
-7.51%-3.06%
2014
-0.92%3.61%
2013
18.77%25.36%
2012
12.34%14.28%
2011
4.04%-3.44%
2010
7.73%11.90%
2009
28.18%29.76%
2008
-29.35%-36.88%
2007
N/A7.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.19%-0.91%N/AN/A
20235.09%0.28%-2.55%9.41%
2022-3.78%-9.39%-11.46%15.88%
20215.29%3.18%-3.16%6.06%
2020-24.73%10.07%1.46%13.80%
20197.59%5.12%-1.59%6.52%
2018-0.87%0.56%3.44%-8.47%
20176.52%5.22%4.15%4.55%
2016-1.46%2.11%2.95%0.95%
20150.18%-0.54%-9.27%2.31%
20141.52%4.55%-4.34%-2.41%
20135.02%-0.39%7.61%5.50%
20125.98%-2.63%5.66%3.03%
20115.66%3.16%-10.10%6.17%
20100.70%-9.31%12.84%4.53%
2009-11.09%17.49%13.78%7.85%
2008-3.00%-8.01%-7.80%-14.13%
2007-0.87%N/AN/AN/A

Rank in category (by total return)

YTD75
1-month100
3-month54
1-year77
3-year84
5-year95

Load adjusted returns

1-year10.08%
3-year2.15%
5-year3.03%
10-year3.17%