TBLHX Mutual Fund

TBLHX Mutual Fund

NAV$13.16
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Returns Overview

1 Month
-0.30%
3 Months
-0.23%
6 Months
+2.49%
YTD
+7.94%
1 Year
+10.58%
3 Years (annualized)
+17.72%
5 Years (annualized)
+7.39%

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)
+7.94%
Peer Avg (YTD)
+14.77%
vs Peers
-6.82%

TBLHX Mutual Fund Performance

TBLHX performance across multiple time periods: 1-month -0.30%, YTD 7.94%, 1-year 10.58%, 3-year 17.72%, 5-year 7.39%.

TBLHX returns trail the peer average of 14.77% 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.