TLDZX Mutual Fund

TLDZX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
-0.09%
3 Months
-0.34%
6 Months
+0.50%
YTD
+1.55%
1 Year
+1.74%
3 Years (annualized)
+3.94%
5 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLDZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+2.15%
vs Peers
-0.61%

TLDZX Mutual Fund Performance

TLDZX performance across multiple time periods: 1-month -0.09%, YTD 1.55%, 1-year 1.74%, 3-year 3.94%, 5-year 1.66%.

TLDZX returns trail the peer average of 2.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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