TLYIX Mutual Fund

NAV$33.23

Returns Overview

1 Month
+0.09%
3 Months
+9.82%
6 Months
+8.48%
YTD
+7.98%
1 Year
+17.28%
3 Years (annualized)
+14.59%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLYIX 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
Lifecycle Index 2035 Fund Composite Index
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+7.64%
vs Peers
+0.34%

TLYIX Mutual Fund Performance

TLYIX performance across multiple time periods: 1-month 0.09%, YTD 7.98%, 1-year 17.28%, 3-year 14.59%, 5-year 7.68%, 10-year 9.99%.

TLYIX returns outperform 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.

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