TBHDX vs. TBCUX
TBHDX (Tweedy, Browne Worldwide High Dividend Yield Value Fund) and TBCUX (Tweedy, Browne International Value Fund II - Currency Unhedged) are both mutual funds - TBHDX is a Global Equities fund managed by Tweedy, Browne, while TBCUX is a Foreign Large Cap Equities fund managed by Tweedy, Browne. Over the past 10 years, TBHDX returned 6.79%/yr vs 7.31%/yr for TBCUX. Their 0.95 correlation means they have historically moved very closely together. TBHDX charges 1.38%/yr vs 1.39%/yr for TBCUX.
Performance
TBHDX vs. TBCUX - Performance Comparison
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Returns By Period
In the year-to-date period, TBHDX achieves a 10.56% return, which is significantly lower than TBCUX's 12.00% return. Over the past 10 years, TBHDX has underperformed TBCUX with an annualized return of 6.79%, while TBCUX has yielded a comparatively higher 7.31% annualized return.
TBHDX
- 1D
- -1.05%
- 1M
- 3.61%
- 6M
- 5.51%
- YTD
- 10.56%
- 1Y
- 17.75%
- 3Y*
- 11.69%
- 5Y*
- 6.44%
- 10Y*
- 6.79%
- ALL TIME*
- 4.57%
TBCUX
- 1D
- -0.81%
- 1M
- 1.55%
- 6M
- 6.00%
- YTD
- 12.00%
- 1Y
- 21.32%
- 3Y*
- 12.26%
- 5Y*
- 7.73%
- 10Y*
- 7.31%
- ALL TIME*
- 6.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TBHDX vs. TBCUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBHDX Tweedy, Browne Worldwide High Dividend Yield Value Fund | 10.56% | 21.81% | 0.20% | 12.36% | -12.11% | 11.65% | -4.40% | 18.60% | -5.83% | 17.26% |
TBCUX Tweedy, Browne International Value Fund II - Currency Unhedged | 12.00% | 26.69% | -2.49% | 12.70% | -8.18% | 10.77% | -0.02% | 13.68% | -9.00% | 21.61% |
Correlation
The correlation between TBHDX and TBCUX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.95 |
The correlation between TBHDX and TBCUX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
TBHDX vs. TBCUX — Risk / Return Rank
TBHDX
TBCUX
TBHDX vs. TBCUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne Worldwide High Dividend Yield Value Fund (TBHDX) and Tweedy, Browne International Value Fund II - Currency Unhedged (TBCUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TBHDX | TBCUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.82 | -0.39 |
| Martin ratioReturn relative to average drawdown | 4.22 | 5.53 | -1.31 |
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Drawdowns
TBHDX vs. TBCUX - Drawdown Comparison
The maximum TBHDX drawdown since its inception was -47.42%, which is greater than TBCUX's maximum drawdown of -35.99%. Use the drawdown chart below to compare losses from any high point for TBHDX and TBCUX.
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Drawdown Indicators
| TBHDX | TBCUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.42% | -35.99% | -11.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -11.46% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -12.37% | -11.89% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -26.94% | -24.05% | -2.89% |
Max Drawdown (10Y)Largest decline over 10 years | -33.57% | -35.99% | +2.42% |
Current DrawdownCurrent decline from peak | -1.05% | -1.08% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -6.05% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 3.77% | +0.32% |
Volatility
TBHDX vs. TBCUX - Volatility Comparison
Tweedy, Browne Worldwide High Dividend Yield Value Fund (TBHDX) has a higher volatility of 3.91% compared to Tweedy, Browne International Value Fund II - Currency Unhedged (TBCUX) at 3.46%. This indicates that TBHDX's price experiences larger fluctuations and is considered to be riskier than TBCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBHDX | TBCUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 3.46% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 10.32% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.97% | 12.16% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.56% | 12.85% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 13.69% | 0.00% |
TBHDX vs. TBCUX - Expense Ratio Comparison
TBHDX has a 1.38% expense ratio, which is lower than TBCUX's 1.39% expense ratio.
Dividends
TBHDX vs. TBCUX - Dividend Comparison
TBHDX's dividend yield for the trailing twelve months is around 7.62%, more than TBCUX's 7.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCUX Tweedy, Browne International Value Fund II - Currency Unhedged | 7.29% | 8.16% | 18.90% | 1.76% | 1.69% | 1.03% | 0.92% | 2.17% | 1.38% | 1.23% | 1.54% | 1.48% |
TBHDX Tweedy, Browne Worldwide High Dividend Yield Value Fund | 7.62% | 8.35% | 6.54% | 3.73% | 9.81% | 23.53% | 8.39% | 11.76% | 22.82% | 0.94% | 4.35% | 12.96% |
Frequently Asked Questions
With a correlation of 0.93, TBHDX and TBCUX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
TBHDX has higher volatility (3.91%) compared to TBCUX (3.46%). In terms of maximum drawdown, TBHDX dropped -47.42% vs TBCUX's -35.99%.
TBCUX currently has the higher Sharpe Ratio (1.73 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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