TLAFX Mutual Fund

TLAFX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
+2.65%
3 Months
+3.41%
6 Months
+13.54%
YTD
+13.54%
1 Year
+20.30%
3 Years (annualized)
+20.29%
5 Years (annualized)
+12.17%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLAFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.54%
Peer Avg (YTD)
+11.21%
vs Peers
+2.32%

TLAFX Mutual Fund Performance

TLAFX performance across multiple time periods: 1-month 2.65%, YTD 13.54%, 1-year 20.30%, 3-year 20.29%, 5-year 12.17%, 10-year 14.29%.

TLAFX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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