TLSRX Mutual Fund

NAV$11.47

Returns Overview

1 Month
+0.23%
3 Months
+3.38%
6 Months
+2.78%
YTD
+2.69%
1 Year
+7.16%
3 Years (annualized)
+7.37%
5 Years (annualized)
+3.04%
10 Years (annualized)
+4.08%

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
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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+4.14%
vs Peers
-1.45%

TLSRX Mutual Fund Performance

TLSRX performance across multiple time periods: 1-month 0.23%, YTD 2.69%, 1-year 7.16%, 3-year 7.37%, 5-year 3.04%, 10-year 4.08%.

TLSRX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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