TLTIX Mutual Fund

TLTIX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
+0.11%
3 Months
+5.58%
6 Months
+4.96%
YTD
+4.72%
1 Year
+10.77%
3 Years (annualized)
+9.77%
5 Years (annualized)
+4.57%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLTIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2010 Fund Composite Index
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+7.64%
vs Peers
-2.92%

TLTIX Mutual Fund Performance

TLTIX performance across multiple time periods: 1-month 0.11%, YTD 4.72%, 1-year 10.77%, 3-year 9.77%, 5-year 4.57%, 10-year 6.39%.

TLTIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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