TLTRX Mutual Fund

TLTRX Mutual Fund

NAV$17.90
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Returns Overview

1 Month
-0.73%
3 Months
+1.09%
6 Months
+2.74%
YTD
+3.82%
1 Year
+9.45%
3 Years (annualized)
+8.71%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLTRX 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
Lifecycle Index 2010 Fund Composite Index
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+6.99%
vs Peers
-3.17%

TLTRX Mutual Fund Performance

TLTRX performance across multiple time periods: 1-month -0.73%, YTD 3.82%, 1-year 9.45%, 3-year 8.71%, 5-year 3.96%, 10-year 5.84%.

TLTRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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