TLZRX Mutual Fund

TLZRX Mutual Fund

NAV$36.83
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Returns Overview

1 Month
-0.85%
3 Months
+2.88%
6 Months
+6.06%
YTD
+8.09%
1 Year
+17.60%
3 Years (annualized)
+14.66%
5 Years (annualized)
+8.29%
10 Years (annualized)
+10.56%

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
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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)
+8.09%
Peer Avg (YTD)
+6.99%
vs Peers
+1.10%

TLZRX Mutual Fund Performance

TLZRX performance across multiple time periods: 1-month -0.85%, YTD 8.09%, 1-year 17.60%, 3-year 14.66%, 5-year 8.29%, 10-year 10.56%.

TLZRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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