TLRSX Mutual Fund

TLRSX Mutual Fund

NAV$15.35
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Returns Overview

1 Month
+2.36%
3 Months
+3.04%
6 Months
+14.20%
YTD
+15.99%
1 Year
+18.83%
3 Years (annualized)
+9.51%
5 Years (annualized)
+2.01%
10 Years (annualized)
+6.18%

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
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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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+12.53%
vs Peers
+3.45%

TLRSX Mutual Fund Performance

TLRSX performance across multiple time periods: 1-month 2.36%, YTD 15.99%, 1-year 18.83%, 3-year 9.51%, 5-year 2.01%, 10-year 6.18%.

TLRSX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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