TLATX Mutual Fund

TLATX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
+0.89%
3 Months
+6.14%
6 Months
+10.09%
YTD
+10.78%
1 Year
+20.30%
3 Years (annualized)
+18.90%
5 Years (annualized)
+13.02%
10 Years (annualized)
+14.65%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+9.41%
vs Peers
+1.37%

TLATX Mutual Fund Performance

TLATX performance across multiple time periods: 1-month 0.89%, YTD 10.78%, 1-year 20.30%, 3-year 18.90%, 5-year 13.02%, 10-year 14.65%.

TLATX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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