TBLHX Mutual Fund

TBLHX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+2.04%
3 Months
+1.58%
6 Months
+5.89%
YTD
+10.40%
1 Year
+17.69%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLHX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+8.76%
vs Peers
+1.64%

TBLHX Mutual Fund Performance

TBLHX performance across multiple time periods: 1-month 2.04%, YTD 10.40%, 1-year 17.69%, 3-year 16.04%, 5-year 8.03%.

TBLHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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