TLQRX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
+0.04%
3 Months
+7.57%
6 Months
+6.54%
YTD
+6.16%
1 Year
+13.60%
3 Years (annualized)
+11.73%
5 Years (annualized)
+5.70%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLQRX 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

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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
Lifecycle Index 2025 Fund Composite Index
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+7.64%
vs Peers
-1.48%

TLQRX Mutual Fund Performance

TLQRX performance across multiple time periods: 1-month 0.04%, YTD 6.16%, 1-year 13.60%, 3-year 11.73%, 5-year 5.70%, 10-year 8.05%.

TLQRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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