TLZHX Mutual Fund

TLZHX Mutual Fund

NAV$36.64
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Returns Overview

1 Month
+2.11%
3 Months
+1.36%
6 Months
+6.89%
YTD
+10.55%
1 Year
+17.47%
3 Years (annualized)
+13.57%
5 Years (annualized)
+5.63%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLZHX 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 2040 Fund Composite Index
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+8.76%
vs Peers
+1.79%

TLZHX Mutual Fund Performance

TLZHX performance across multiple time periods: 1-month 2.11%, YTD 10.55%, 1-year 17.47%, 3-year 13.57%, 5-year 5.63%, 10-year 8.24%.

TLZHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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