TBLOX Mutual Fund

TBLOX Mutual Fund

NAV$14.60
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Returns Overview

1 Month
-1.90%
3 Months
+0.28%
6 Months
+13.34%
YTD
+11.25%
1 Year
+15.46%
3 Years (annualized)
+18.95%
5 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLOX 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 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+7.09%
vs Peers
+4.16%

TBLOX Mutual Fund Performance

TBLOX performance across multiple time periods: 1-month -1.90%, YTD 11.25%, 1-year 15.46%, 3-year 18.95%, 5-year 9.78%.

TBLOX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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