TLSHX Mutual Fund

TLSHX Mutual Fund

NAV$13.97
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Returns Overview

1 Month
-0.65%
3 Months
+1.19%
6 Months
+2.65%
YTD
+3.64%
1 Year
+9.78%
3 Years (annualized)
+9.22%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLSHX 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
Lifestyle Conservative Fund Composite Index(^TIAACFC)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+3.39%
vs Peers
+0.25%

TLSHX Mutual Fund Performance

TLSHX performance across multiple time periods: 1-month -0.65%, YTD 3.64%, 1-year 9.78%, 3-year 9.22%, 5-year 4.27%, 10-year 6.10%.

TLSHX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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