TLOTX Mutual Fund

TLOTX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+3.04%
3 Months
+6.84%
6 Months
+8.27%
YTD
+11.95%
1 Year
+17.71%
3 Years (annualized)
+14.51%
5 Years (annualized)
+10.61%
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)
+11.95%
Peer Avg (YTD)
+11.41%
vs Peers
+0.53%

TLOTX Mutual Fund Performance

TLOTX performance across multiple time periods: 1-month 3.04%, YTD 11.95%, 1-year 17.71%, 3-year 14.51%, 5-year 10.61%, 10-year 10.91%.

TLOTX returns outperform the peer average of 11.41% 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.