TLFAX Mutual Fund

TLFAX Mutual Fund

NAV$18.56
See how much of TLFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.43%
3 Months
-0.11%
6 Months
+1.25%
YTD
+4.38%
1 Year
+5.32%
3 Years (annualized)
+11.93%
5 Years (annualized)
+4.38%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLFAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2015 Fund Composite Index
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+6.70%
vs Peers
-2.32%

TLFAX Mutual Fund Performance

TLFAX performance across multiple time periods: 1-month 0.43%, YTD 4.38%, 1-year 5.32%, 3-year 11.93%, 5-year 4.38%, 10-year 6.68%.

TLFAX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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