TBLGX Mutual Fund

NAV$12.40

Returns Overview

1 Month
+0.08%
3 Months
+8.80%
6 Months
+7.94%
YTD
+7.47%
1 Year
+16.90%
3 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLGX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+7.64%
vs Peers
-0.17%

TBLGX Mutual Fund Performance

TBLGX performance across multiple time periods: 1-month 0.08%, YTD 7.47%, 1-year 16.90%, 3-year 13.87%.

TBLGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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