TLRCX Mutual Fund

NAV$9.32

Returns Overview

1 Month
+0.18%
3 Months
+0.46%
6 Months
-0.74%
YTD
-0.53%
1 Year
+1.34%
3 Years (annualized)
+2.77%
5 Years (annualized)
-1.28%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.53%
Peer Avg (YTD)
+3.23%
vs Peers
-3.76%

TLRCX Mutual Fund Performance

TLRCX performance across multiple time periods: 1-month 0.18%, YTD -0.53%, 1-year 1.34%, 3-year 2.77%, 5-year -1.28%, 10-year 0.90%.

TLRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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