TLYRX Mutual Fund

NAV$32.63

Returns Overview

1 Month
+0.06%
3 Months
+9.77%
6 Months
+8.33%
YTD
+7.83%
1 Year
+16.97%
3 Years (annualized)
+14.29%
5 Years (annualized)
+7.40%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLYRX 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)
+7.83%
Peer Avg (YTD)
+7.64%
vs Peers
+0.19%

TLYRX Mutual Fund Performance

TLYRX performance across multiple time periods: 1-month 0.06%, YTD 7.83%, 1-year 16.97%, 3-year 14.29%, 5-year 7.40%, 10-year 9.93%.

TLYRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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