TBLSX Mutual Fund

TBLSX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
+1.34%
3 Months
+0.89%
6 Months
+3.55%
YTD
+6.75%
1 Year
+11.47%
3 Years (annualized)
+11.58%
5 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLSX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+8.76%
vs Peers
-2.00%

TBLSX Mutual Fund Performance

TBLSX performance across multiple time periods: 1-month 1.34%, YTD 6.75%, 1-year 11.47%, 3-year 11.58%, 5-year 5.32%.

TBLSX 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.

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