TLRIX Mutual Fund

TLRIX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+0.90%
3 Months
+0.67%
6 Months
+2.69%
YTD
+4.75%
1 Year
+8.79%
3 Years (annualized)
+9.68%
5 Years (annualized)
+4.21%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRIX 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 Retirement Income Fund Composite Index
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+3.78%
vs Peers
+0.98%

TLRIX Mutual Fund Performance

TLRIX performance across multiple time periods: 1-month 0.90%, YTD 4.75%, 1-year 8.79%, 3-year 9.68%, 5-year 4.21%, 10-year 5.98%.

TLRIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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