TBLHX Mutual Fund

TBLHX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-1.93%
3 Months
-0.45%
6 Months
+9.80%
YTD
+8.27%
1 Year
+12.38%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLHX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+7.09%
vs Peers
+1.19%

TBLHX Mutual Fund Performance

TBLHX performance across multiple time periods: 1-month -1.93%, YTD 8.27%, 1-year 12.38%, 3-year 16.04%, 5-year 8.03%.

TBLHX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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