TLLRX Mutual Fund

NAV$41.37

Returns Overview

3 Months
+13.19%
6 Months
+11.14%
YTD
+10.44%
1 Year
+22.16%
3 Years (annualized)
+17.92%
5 Years (annualized)
+9.77%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLLRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lifecycle Index 2050 Fund Composite Index
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+7.64%
vs Peers
+2.80%

TLLRX Mutual Fund Performance

TLLRX performance across multiple time periods: YTD 10.44%, 1-year 22.16%, 3-year 17.92%, 5-year 9.77%, 10-year 12.06%.

TLLRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

TLLRX performance comparison shows side-by-side returns with another fund. TLLRX alternatives are available in the Mutual Fund Screener.