TBLPX Mutual Fund

TBLPX Mutual Fund

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Returns Overview

1 Month
+1.18%
3 Months
+0.72%
6 Months
+3.05%
YTD
+5.99%
1 Year
+10.26%
3 Years (annualized)
+10.59%
5 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLPX 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
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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)
+5.99%
Peer Avg (YTD)
+8.76%
vs Peers
-2.77%

TBLPX Mutual Fund Performance

TBLPX performance across multiple time periods: 1-month 1.18%, YTD 5.99%, 1-year 10.26%, 3-year 10.59%, 5-year 4.79%.

TBLPX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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