TLORX Mutual Fund

NAV$10.12

Returns Overview

1 Month
+1.26%
3 Months
+9.58%
6 Months
+8.96%
YTD
+8.47%
1 Year
+14.82%
3 Years (annualized)
+14.27%
5 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLORX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+9.49%
vs Peers
-1.02%

TLORX Mutual Fund Performance

TLORX performance across multiple time periods: 1-month 1.26%, YTD 8.47%, 1-year 14.82%, 3-year 14.27%, 5-year 8.30%.

TLORX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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