TBLYX Mutual Fund

TBLYX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
-0.53%
3 Months
+2.72%
6 Months
+5.77%
YTD
+8.11%
1 Year
+18.26%
3 Years (annualized)
+14.14%
5 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLYX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+6.99%
vs Peers
+1.12%

TBLYX Mutual Fund Performance

TBLYX performance across multiple time periods: 1-month -0.53%, YTD 8.11%, 1-year 18.26%, 3-year 14.14%, 5-year 7.96%.

TBLYX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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