TBLDX Mutual Fund

NAV$11.49

Returns Overview

1 Month
+0.09%
3 Months
+7.10%
6 Months
+6.60%
YTD
+6.20%
1 Year
+14.18%
3 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLDX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+5.87%
vs Peers
+0.34%

TBLDX Mutual Fund Performance

TBLDX performance across multiple time periods: 1-month 0.09%, YTD 6.20%, 1-year 14.18%, 3-year 11.91%.

TBLDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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