TBLTX Mutual Fund

TBLTX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
+1.43%
3 Months
+0.66%
6 Months
+5.53%
YTD
+6.37%
1 Year
+10.96%
3 Years (annualized)
+12.80%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLTX 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)
+6.37%
Peer Avg (YTD)
+6.28%
vs Peers
+0.08%

TBLTX Mutual Fund Performance

TBLTX performance across multiple time periods: 1-month 1.43%, YTD 6.37%, 1-year 10.96%, 3-year 12.80%, 5-year 7.00%, 10-year 9.60%.

TBLTX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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