TBLOX Mutual Fund

TBLOX Mutual Fund

NAV$14.43
See how much of TBLOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.51%
3 Months
+2.22%
6 Months
+7.92%
YTD
+13.41%
1 Year
+21.48%
3 Years (annualized)
+18.95%
5 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLOX 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 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+13.41%
Peer Avg (YTD)
+8.76%
vs Peers
+4.65%

TBLOX Mutual Fund Performance

TBLOX performance across multiple time periods: 1-month 2.51%, YTD 13.41%, 1-year 21.48%, 3-year 18.95%, 5-year 9.78%.

TBLOX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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