TLBAX Mutual Fund

TLBAX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
-0.64%
3 Months
+1.52%
6 Months
+3.24%
YTD
+4.39%
1 Year
+11.18%
3 Years (annualized)
+10.60%
5 Years (annualized)
+5.10%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLBAX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+5.54%
vs Peers
-1.15%

TLBAX Mutual Fund Performance

TLBAX performance across multiple time periods: 1-month -0.64%, YTD 4.39%, 1-year 11.18%, 3-year 10.60%, 5-year 5.10%, 10-year 7.28%.

TLBAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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