TBLRX Mutual Fund

TBLRX Mutual Fund

NAV$10.46
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Returns Overview

1 Month
+1.43%
3 Months
+0.54%
6 Months
+5.28%
YTD
+6.01%
1 Year
+10.51%
3 Years (annualized)
+12.45%
5 Years (annualized)
+6.46%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+6.28%
vs Peers
-0.28%

TBLRX Mutual Fund Performance

TBLRX performance across multiple time periods: 1-month 1.43%, YTD 6.01%, 1-year 10.51%, 3-year 12.45%, 5-year 6.46%, 10-year 7.78%.

TBLRX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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