TBLQX Mutual Fund

TBLQX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
-1.78%
3 Months
-0.99%
6 Months
+5.24%
YTD
+4.55%
1 Year
+7.13%
3 Years (annualized)
+11.16%
5 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLQX 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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+7.09%
vs Peers
-2.54%

TBLQX Mutual Fund Performance

TBLQX performance across multiple time periods: 1-month -1.78%, YTD 4.55%, 1-year 7.13%, 3-year 11.16%, 5-year 5.07%.

TBLQX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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