TBLGX Mutual Fund

TBLGX Mutual Fund

NAV$12.40
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Returns Overview

1 Month
-1.84%
3 Months
-0.65%
6 Months
+8.09%
YTD
+6.78%
1 Year
+10.30%
3 Years (annualized)
+14.17%
5 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLGX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+7.09%
vs Peers
-0.31%

TBLGX Mutual Fund Performance

TBLGX performance across multiple time periods: 1-month -1.84%, YTD 6.78%, 1-year 10.30%, 3-year 14.17%, 5-year 6.80%.

TBLGX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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