TLLRX Mutual Fund

TLLRX Mutual Fund

NAV$40.79
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Returns Overview

1 Month
-0.79%
3 Months
+3.50%
6 Months
+7.23%
YTD
+9.57%
1 Year
+20.21%
3 Years (annualized)
+16.38%
5 Years (annualized)
+9.45%
10 Years (annualized)
+11.56%

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
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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 2050 Fund Composite Index
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+6.99%
vs Peers
+2.58%

TLLRX Mutual Fund Performance

TLLRX performance across multiple time periods: 1-month -0.79%, YTD 9.57%, 1-year 20.21%, 3-year 16.38%, 5-year 9.45%, 10-year 11.56%.

TLLRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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