TLZIX Mutual Fund

NAV$37.43

Returns Overview

1 Month
+0.08%
3 Months
+11.42%
6 Months
+9.79%
YTD
+9.17%
1 Year
+19.75%
3 Years (annualized)
+17.05%
5 Years (annualized)
+8.88%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLZIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lifecycle Index 2040 Fund Composite Index
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+7.64%
vs Peers
+1.53%

TLZIX Mutual Fund Performance

TLZIX performance across multiple time periods: 1-month 0.08%, YTD 9.17%, 1-year 19.75%, 3-year 17.05%, 5-year 8.88%, 10-year 11.10%.

TLZIX 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.

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