TLDIX Mutual Fund

TLDIX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
+0.33%
3 Months
+0.85%
6 Months
+1.65%
YTD
+2.29%
1 Year
+3.72%
3 Years (annualized)
+4.89%
5 Years (annualized)
+3.60%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLDIX 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
Bloomberg US Aggregate Total Return Index
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+2.15%
vs Peers
+0.14%

TLDIX Mutual Fund Performance

TLDIX performance across multiple time periods: 1-month 0.33%, YTD 2.29%, 1-year 3.72%, 3-year 4.89%, 5-year 3.60%, 10-year 2.85%.

TLDIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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