TLRSX Mutual Fund

NAV$15.56

Returns Overview

1 Month
+1.40%
3 Months
+9.72%
6 Months
+13.48%
YTD
+13.31%
1 Year
+15.09%
3 Years (annualized)
+9.43%
5 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRSX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+11.24%
vs Peers
+2.06%

TLRSX Mutual Fund Performance

TLRSX performance across multiple time periods: 1-month 1.40%, YTD 13.31%, 1-year 15.09%, 3-year 9.43%, 5-year 2.22%.

TLRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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