TBLWX Mutual Fund

TBLWX Mutual Fund

NAV$12.23
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Returns Overview

3 Months
-0.24%
6 Months
+2.00%
YTD
+6.70%
1 Year
+8.76%
3 Years (annualized)
+15.60%
5 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBLWX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+14.77%
vs Peers
-8.07%

TBLWX Mutual Fund Performance

TBLWX performance across multiple time periods: YTD 6.70%, 1-year 8.76%, 3-year 15.60%, 5-year 6.09%.

TBLWX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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