TBLQX Mutual Fund

TBLQX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
-0.45%
3 Months
+1.46%
6 Months
+3.54%
YTD
+5.11%
1 Year
+11.68%
3 Years (annualized)
+10.04%
5 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLQX 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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+6.99%
vs Peers
-1.88%

TBLQX Mutual Fund Performance

TBLQX performance across multiple time periods: 1-month -0.45%, YTD 5.11%, 1-year 11.68%, 3-year 10.04%, 5-year 4.99%.

TBLQX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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