TBLIX Mutual Fund

NAV$38.38

Returns Overview

1 Month
-0.78%
3 Months
+8.14%
6 Months
+4.83%
YTD
+4.77%
1 Year
+12.51%
3 Years (annualized)
+12.09%
5 Years (annualized)
+7.11%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+5.87%
vs Peers
-1.10%

TBLIX Mutual Fund Performance

TBLIX performance across multiple time periods: 1-month -0.78%, YTD 4.77%, 1-year 12.51%, 3-year 12.09%, 5-year 7.11%, 10-year 9.50%.

TBLIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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