TBLWX Mutual Fund

TBLWX Mutual Fund

NAV$12.52
See how much of TBLWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.49%
3 Months
+2.25%
6 Months
+4.86%
YTD
+6.96%
1 Year
+15.69%
3 Years (annualized)
+12.56%
5 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLWX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+6.99%
vs Peers
-0.03%

TBLWX Mutual Fund Performance

TBLWX performance across multiple time periods: 1-month -0.49%, YTD 6.96%, 1-year 15.69%, 3-year 12.56%, 5-year 6.65%.

TBLWX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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