TLBAX Mutual Fund

NAV$14.22

Returns Overview

1 Month
+0.28%
3 Months
+7.13%
6 Months
+5.37%
YTD
+5.06%
1 Year
+12.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+5.87%
vs Peers
-0.81%

TLBAX Mutual Fund Performance

TLBAX performance across multiple time periods: 1-month 0.28%, YTD 5.06%, 1-year 12.48%.

TLBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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