TRBLX Mutual Fund

TRBLX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
-0.59%
3 Months
-0.37%
6 Months
+2.72%
YTD
+8.81%
1 Year
+11.69%
3 Years (annualized)
+18.98%
5 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBLX 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
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📉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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+14.77%
vs Peers
-5.96%

TRBLX Mutual Fund Performance

TRBLX performance across multiple time periods: 1-month -0.59%, YTD 8.81%, 1-year 11.69%, 3-year 18.98%, 5-year 7.91%.

TRBLX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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