TLOTX Mutual Fund

TLOTX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
+1.28%
3 Months
+9.63%
6 Months
+9.14%
YTD
+8.65%
1 Year
+15.32%
3 Years (annualized)
+14.82%
5 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLOTX 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
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📉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)
+8.65%
Peer Avg (YTD)
+9.49%
vs Peers
-0.84%

TLOTX Mutual Fund Performance

TLOTX performance across multiple time periods: 1-month 1.28%, YTD 8.65%, 1-year 15.32%, 3-year 14.82%, 5-year 10.22%.

TLOTX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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