TLOTX Mutual Fund

TLOTX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
+3.97%
3 Months
+4.31%
6 Months
+11.44%
YTD
+16.77%
1 Year
+20.06%
3 Years (annualized)
+19.34%
5 Years (annualized)
+10.75%
10 Years (annualized)
+10.91%

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
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)
+16.77%
Peer Avg (YTD)
+12.44%
vs Peers
+4.33%

TLOTX Mutual Fund Performance

TLOTX performance across multiple time periods: 1-month 3.97%, YTD 16.77%, 1-year 20.06%, 3-year 19.34%, 5-year 10.75%, 10-year 10.91%.

TLOTX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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