TBLTX Mutual Fund

TBLTX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
-1.42%
3 Months
-0.01%
6 Months
+8.22%
YTD
+4.85%
1 Year
+6.85%
3 Years (annualized)
+12.80%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+4.96%
vs Peers
-0.11%

TBLTX Mutual Fund Performance

TBLTX performance across multiple time periods: 1-month -1.42%, YTD 4.85%, 1-year 6.85%, 3-year 12.80%, 5-year 7.00%, 10-year 9.60%.

TBLTX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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