TLRAX Mutual Fund

TLRAX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-1.26%
3 Months
-1.04%
6 Months
-1.66%
YTD
-1.66%
1 Year
+2.44%
3 Years (annualized)
+2.74%
5 Years (annualized)
-1.32%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+0.12%
vs Peers
-1.78%

TLRAX Mutual Fund Performance

TLRAX performance across multiple time periods: 1-month -1.26%, YTD -1.66%, 1-year 2.44%, 3-year 2.74%, 5-year -1.32%, 10-year 1.08%.

TLRAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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