TBLJX Mutual Fund

TBLJX Mutual Fund

NAV$13.66
See how much of TBLJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.27%
3 Months
+1.90%
6 Months
+6.74%
YTD
+11.79%
1 Year
+19.84%
3 Years (annualized)
+17.45%
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
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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+8.76%
vs Peers
+3.03%

TBLJX Mutual Fund Performance

TBLJX performance across multiple time periods: 1-month 2.27%, YTD 11.79%, 1-year 19.84%, 3-year 17.45%, 5-year 8.82%.

TBLJX returns outperform the peer average of 8.76% 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.