TBLOX Mutual Fund

TBLOX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
-1.04%
3 Months
-0.49%
6 Months
+3.18%
YTD
+10.09%
1 Year
+12.59%
3 Years (annualized)
+20.70%
5 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLOX 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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+14.77%
vs Peers
-4.68%

TBLOX Mutual Fund Performance

TBLOX performance across multiple time periods: 1-month -1.04%, YTD 10.09%, 1-year 12.59%, 3-year 20.70%, 5-year 8.91%.

TBLOX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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