TBLJX Mutual Fund

TBLJX Mutual Fund

NAV$14.01
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Returns Overview

1 Month
-0.44%
3 Months
+3.18%
6 Months
+6.65%
YTD
+9.30%
1 Year
+20.59%
3 Years (annualized)
+15.56%
5 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLJX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+6.99%
vs Peers
+2.31%

TBLJX Mutual Fund Performance

TBLJX performance across multiple time periods: 1-month -0.44%, YTD 9.30%, 1-year 20.59%, 3-year 15.56%, 5-year 8.82%.

TBLJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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