TBLEX Mutual Fund

TBLEX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
-0.51%
3 Months
+1.92%
6 Months
+4.30%
YTD
+6.01%
1 Year
+13.80%
3 Years (annualized)
+11.44%
5 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLEX 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
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📉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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+6.99%
vs Peers
-0.99%

TBLEX Mutual Fund Performance

TBLEX performance across multiple time periods: 1-month -0.51%, YTD 6.01%, 1-year 13.80%, 3-year 11.44%, 5-year 5.95%.

TBLEX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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