TBLHX Mutual Fund

TBLHX Mutual Fund

NAV$13.39
See how much of TBLHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.53%
3 Months
+2.72%
6 Months
+5.85%
YTD
+8.19%
1 Year
+18.43%
3 Years (annualized)
+14.17%
5 Years (annualized)
+8.07%

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
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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+6.99%
vs Peers
+1.20%

TBLHX Mutual Fund Performance

TBLHX performance across multiple time periods: 1-month -0.53%, YTD 8.19%, 1-year 18.43%, 3-year 14.17%, 5-year 8.07%.

TBLHX returns outperform the peer average of 6.99% 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.