TLMRX Mutual Fund

TLMRX Mutual Fund

NAV$39.53
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Returns Overview

1 Month
-0.81%
3 Months
+3.28%
6 Months
+6.82%
YTD
+9.06%
1 Year
+19.32%
3 Years (annualized)
+15.81%
5 Years (annualized)
+9.08%
10 Years (annualized)
+11.29%

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)
+9.06%
Peer Avg (YTD)
+6.99%
vs Peers
+2.07%

TLMRX Mutual Fund Performance

TLMRX performance across multiple time periods: 1-month -0.81%, YTD 9.06%, 1-year 19.32%, 3-year 15.81%, 5-year 9.08%, 10-year 11.29%.

TLMRX 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.

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