TBLCX Mutual Fund

TBLCX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-1.84%
3 Months
-0.97%
6 Months
+5.76%
YTD
+4.97%
1 Year
+7.61%
3 Years (annualized)
+11.79%
5 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+7.09%
vs Peers
-2.12%

TBLCX Mutual Fund Performance

TBLCX performance across multiple time periods: 1-month -1.84%, YTD 4.97%, 1-year 7.61%, 3-year 11.79%, 5-year 5.08%.

TBLCX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

TBLCX vs another fund shows side-by-side returns. TBLCX alternatives are available in the Mutual Fund Screener.