TLORX Mutual Fund

TLORX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
+3.03%
3 Months
+6.80%
6 Months
+8.10%
YTD
+11.75%
1 Year
+17.20%
3 Years (annualized)
+13.99%
5 Years (annualized)
+10.08%
10 Years (annualized)
+10.39%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+11.41%
vs Peers
+0.34%

TLORX Mutual Fund Performance

TLORX performance across multiple time periods: 1-month 3.03%, YTD 11.75%, 1-year 17.20%, 3-year 13.99%, 5-year 10.08%, 10-year 10.39%.

TLORX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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