TBLVX Mutual Fund

TBLVX Mutual Fund

NAV$11.86
See how much of TBLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.51%
3 Months
+1.92%
6 Months
+4.20%
YTD
+6.00%
1 Year
+13.64%
3 Years (annualized)
+11.26%
5 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLVX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+6.99%
vs Peers
-0.99%

TBLVX Mutual Fund Performance

TBLVX performance across multiple time periods: 1-month -0.51%, YTD 6.00%, 1-year 13.64%, 3-year 11.26%, 5-year 5.82%.

TBLVX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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