TBLDX Mutual Fund

TBLDX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
-1.81%
3 Months
-0.87%
6 Months
+6.16%
YTD
+5.28%
1 Year
+8.22%
3 Years (annualized)
+12.11%
5 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLDX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+4.96%
vs Peers
+0.31%

TBLDX Mutual Fund Performance

TBLDX performance across multiple time periods: 1-month -1.81%, YTD 5.28%, 1-year 8.22%, 3-year 12.11%, 5-year 5.69%.

TBLDX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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