TLQRX Mutual Fund

TLQRX Mutual Fund

NAV$24.45
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Returns Overview

1 Month
-0.82%
3 Months
+1.69%
6 Months
+3.88%
YTD
+5.29%
1 Year
+12.26%
3 Years (annualized)
+10.77%
5 Years (annualized)
+5.38%
10 Years (annualized)
+7.69%

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
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
Lifecycle Index 2025 Fund Composite Index
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+6.99%
vs Peers
-1.70%

TLQRX Mutual Fund Performance

TLQRX performance across multiple time periods: 1-month -0.82%, YTD 5.29%, 1-year 12.26%, 3-year 10.77%, 5-year 5.38%, 10-year 7.69%.

TLQRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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