TLWRX Mutual Fund

TLWRX Mutual Fund

NAV$20.71
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Returns Overview

1 Month
+0.29%
3 Months
-0.19%
6 Months
+1.32%
YTD
+4.64%
1 Year
+5.60%
3 Years (annualized)
+12.54%
5 Years (annualized)
+4.59%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWRX 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 2020 Fund Composite Index
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+6.70%
vs Peers
-2.06%

TLWRX Mutual Fund Performance

TLWRX performance across multiple time periods: 1-month 0.29%, YTD 4.64%, 1-year 5.60%, 3-year 12.54%, 5-year 4.59%, 10-year 7.06%.

TLWRX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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