TLATX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
-0.09%
3 Months
+15.66%
6 Months
+10.19%
YTD
+9.80%
1 Year
+22.40%
3 Years (annualized)
+19.83%
5 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLATX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+9.51%
vs Peers
+0.29%

TLATX Mutual Fund Performance

TLATX performance across multiple time periods: 1-month -0.09%, YTD 9.80%, 1-year 22.40%, 3-year 19.83%, 5-year 13.32%.

TLATX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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