TLXIX Mutual Fund

TLXIX Mutual Fund

NAV$39.97
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Returns Overview

1 Month
-0.78%
3 Months
+3.35%
6 Months
+6.97%
YTD
+9.22%
1 Year
+19.62%
3 Years (annualized)
+16.09%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLXIX 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 2045 Fund Composite Index
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+6.99%
vs Peers
+2.22%

TLXIX Mutual Fund Performance

TLXIX performance across multiple time periods: 1-month -0.78%, YTD 9.22%, 1-year 19.62%, 3-year 16.09%, 5-year 9.34%, 10-year 11.57%.

TLXIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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