TLFAX Mutual Fund

TLFAX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
-0.69%
3 Months
+1.36%
6 Months
+3.27%
YTD
+4.49%
1 Year
+10.65%
3 Years (annualized)
+9.65%
5 Years (annualized)
+4.62%
10 Years (annualized)
+6.60%

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
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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
Lifecycle Index 2015 Fund Composite Index
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+6.99%
vs Peers
-2.50%

TLFAX Mutual Fund Performance

TLFAX performance across multiple time periods: 1-month -0.69%, YTD 4.49%, 1-year 10.65%, 3-year 9.65%, 5-year 4.62%, 10-year 6.60%.

TLFAX returns trail the peer average of 6.99% 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.