TLRRX Mutual Fund

NAV$12.38

Returns Overview

1 Month
+0.29%
3 Months
+5.67%
6 Months
+4.55%
YTD
+4.29%
1 Year
+10.41%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.22%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRRX 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)
+4.29%
Peer Avg (YTD)
+4.14%
vs Peers
+0.14%

TLRRX Mutual Fund Performance

TLRRX performance across multiple time periods: 1-month 0.29%, YTD 4.29%, 1-year 10.41%, 3-year 9.32%, 5-year 4.22%, 10-year 5.93%.

TLRRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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