TBLMX Mutual Fund

TBLMX Mutual Fund

NAV$14.44
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Returns Overview

1 Month
+2.51%
3 Months
+2.22%
6 Months
+7.91%
YTD
+13.39%
1 Year
+22.36%
3 Years (annualized)
+19.27%
5 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLMX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+13.39%
Peer Avg (YTD)
+8.76%
vs Peers
+4.64%

TBLMX Mutual Fund Performance

TBLMX performance across multiple time periods: 1-month 2.51%, YTD 13.39%, 1-year 22.36%, 3-year 19.27%, 5-year 9.93%.

TBLMX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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