TBLRX Mutual Fund

NAV$10.49

Returns Overview

1 Month
+0.10%
3 Months
+1.25%
6 Months
+2.84%
YTD
+3.76%
1 Year
+12.06%
3 Years (annualized)
+11.54%
5 Years (annualized)
+5.69%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+5.87%
vs Peers
-2.11%

TBLRX Mutual Fund Performance

TBLRX performance across multiple time periods: 1-month 0.10%, YTD 3.76%, 1-year 12.06%, 3-year 11.54%, 5-year 5.69%, 10-year 7.31%.

TBLRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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