TLMRX Mutual Fund

TLMRX Mutual Fund

NAV$40.08
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Returns Overview

1 Month
+0.03%
3 Months
+12.54%
6 Months
+10.64%
YTD
+9.96%
1 Year
+21.27%
3 Years (annualized)
+17.32%
5 Years (annualized)
+9.40%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLMRX 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 2045 Fund Composite Index
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+7.64%
vs Peers
+2.32%

TLMRX Mutual Fund Performance

TLMRX performance across multiple time periods: 1-month 0.03%, YTD 9.96%, 1-year 21.27%, 3-year 17.32%, 5-year 9.40%, 10-year 11.77%.

TLMRX 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.

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