TBLCX Mutual Fund

NAV$11.45

Returns Overview

1 Month
+0.09%
3 Months
+6.80%
6 Months
+6.30%
YTD
+6.00%
1 Year
+13.50%
3 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+7.64%
vs Peers
-1.64%

TBLCX Mutual Fund Performance

TBLCX performance across multiple time periods: 1-month 0.09%, YTD 6.00%, 1-year 13.50%, 3-year 11.57%.

TBLCX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

TBLCX performance comparison shows side-by-side returns with another fund. TBLCX alternatives are available in the Mutual Fund Screener.