TLZRX Mutual Fund

NAV$37.00
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Returns Overview

1 Month
+0.06%
3 Months
+11.36%
6 Months
+9.64%
YTD
+9.02%
1 Year
+19.44%
3 Years (annualized)
+16.09%
5 Years (annualized)
+8.62%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLZRX 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

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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 2040 Fund Composite Index
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+7.64%
vs Peers
+1.38%

TLZRX Mutual Fund Performance

TLZRX performance across multiple time periods: 1-month 0.06%, YTD 9.02%, 1-year 19.44%, 3-year 16.09%, 5-year 8.62%, 10-year 11.04%.

TLZRX 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.

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