TBLIX Mutual Fund

TBLIX Mutual Fund

NAV$37.88
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Returns Overview

1 Month
-1.50%
3 Months
-0.06%
6 Months
+8.08%
YTD
+4.71%
1 Year
+6.72%
3 Years (annualized)
+13.26%
5 Years (annualized)
+7.18%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+4.96%
vs Peers
-0.26%

TBLIX Mutual Fund Performance

TBLIX performance across multiple time periods: 1-month -1.50%, YTD 4.71%, 1-year 6.72%, 3-year 13.26%, 5-year 7.18%, 10-year 9.60%.

TBLIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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