TLRHX Mutual Fund

TLRHX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
+0.17%
3 Months
-0.58%
6 Months
+0.73%
YTD
+3.26%
1 Year
+4.21%
3 Years (annualized)
+10.61%
5 Years (annualized)
+3.86%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Retirement Income Fund Composite Index
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+2.95%
vs Peers
+0.31%

TLRHX Mutual Fund Performance

TLRHX performance across multiple time periods: 1-month 0.17%, YTD 3.26%, 1-year 4.21%, 3-year 10.61%, 5-year 3.86%, 10-year 5.82%.

TLRHX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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