TLMRX Mutual Fund

TLMRX Mutual Fund

NAV$39.48
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Returns Overview

1 Month
+2.31%
3 Months
+1.50%
6 Months
+7.75%
YTD
+11.58%
1 Year
+19.00%
3 Years (annualized)
+15.07%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.12%

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)
+11.58%
Peer Avg (YTD)
+8.76%
vs Peers
+2.82%

TLMRX Mutual Fund Performance

TLMRX performance across multiple time periods: 1-month 2.31%, YTD 11.58%, 1-year 19.00%, 3-year 15.07%, 5-year 6.65%, 10-year 9.12%.

TLMRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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