TBLAX Mutual Fund

TBLAX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
-0.45%
3 Months
+1.38%
6 Months
+3.37%
YTD
+4.74%
1 Year
+11.15%
3 Years (annualized)
+9.77%
5 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLAX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.74%
Peer Avg (YTD)
+6.99%
vs Peers
-2.25%

TBLAX Mutual Fund Performance

TBLAX performance across multiple time periods: 1-month -0.45%, YTD 4.74%, 1-year 11.15%, 3-year 9.77%, 5-year 4.90%.

TBLAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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