TSBAX Mutual Fund

TSBAX Mutual Fund

NAV$11.37
See how much of TSBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
-0.18%
6 Months
+1.51%
YTD
+5.46%
1 Year
+7.30%
3 Years (annualized)
+13.20%
5 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+5.92%
vs Peers
-0.46%

TSBAX Mutual Fund Performance

TSBAX performance across multiple time periods: 1-month 0.26%, YTD 5.46%, 1-year 7.30%, 3-year 13.20%, 5-year 5.14%.

TSBAX returns trail the peer average of 5.92% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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