TBLSX Mutual Fund

TBLSX Mutual Fund

NAV$11.40
See how much of TBLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.53%
3 Months
+1.63%
6 Months
+3.69%
YTD
+5.35%
1 Year
+12.22%
3 Years (annualized)
+10.50%
5 Years (annualized)
+5.29%

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
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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+6.99%
vs Peers
-1.65%

TBLSX Mutual Fund Performance

TBLSX performance across multiple time periods: 1-month -0.53%, YTD 5.35%, 1-year 12.22%, 3-year 10.50%, 5-year 5.29%.

TBLSX 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.

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