TBLDX Mutual Fund

TBLDX Mutual Fund

NAV$11.39
See how much of TBLDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
-0.18%
6 Months
+1.60%
YTD
+5.56%
1 Year
+7.42%
3 Years (annualized)
+13.45%
5 Years (annualized)
+5.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+5.30%
vs Peers
+0.25%

TBLDX Mutual Fund Performance

TBLDX performance across multiple time periods: 1-month 0.26%, YTD 5.56%, 1-year 7.42%, 3-year 13.45%, 5-year 5.29%.

TBLDX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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