TNLIX Mutual Fund

TNLIX Mutual Fund

NAV$13.43
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Returns Overview

1 Month
+0.38%
3 Months
+0.38%
6 Months
+2.75%
YTD
+3.03%
1 Year
+12.37%
3 Years (annualized)
+6.14%
5 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNLIX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+0.10%
vs Peers
+2.93%

TNLIX Mutual Fund Performance

TNLIX performance across multiple time periods: 1-month 0.38%, YTD 3.03%, 1-year 12.37%, 3-year 6.14%, 5-year 7.88%.

TNLIX returns outperform the peer average of 0.10% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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