TLSRX Mutual Fund

TLSRX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
+0.62%
3 Months
+0.23%
6 Months
+0.91%
YTD
+2.69%
1 Year
+5.53%
3 Years (annualized)
+7.28%
5 Years (annualized)
+2.84%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLSRX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+3.78%
vs Peers
-1.08%

TLSRX Mutual Fund Performance

TLSRX performance across multiple time periods: 1-month 0.62%, YTD 2.69%, 1-year 5.53%, 3-year 7.28%, 5-year 2.84%, 10-year 3.92%.

TLSRX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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