TLRHX Mutual Fund

NAV$12.41

Returns Overview

1 Month
+0.33%
3 Months
+5.71%
6 Months
+4.64%
YTD
+4.38%
1 Year
+10.59%
3 Years (annualized)
+9.54%
5 Years (annualized)
+4.41%
10 Years (annualized)
+6.13%

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
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
Lifecycle Retirement Income Fund Composite Index
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+4.14%
vs Peers
+0.23%

TLRHX Mutual Fund Performance

TLRHX performance across multiple time periods: 1-month 0.33%, YTD 4.38%, 1-year 10.59%, 3-year 9.54%, 5-year 4.41%, 10-year 6.13%.

TLRHX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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