TLIEX Mutual Fund

NAV$22.51

Returns Overview

1 Month
+2.36%
3 Months
+5.38%
6 Months
+7.19%
YTD
+11.49%
1 Year
+20.27%
3 Years (annualized)
+16.60%
5 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLIEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+9.13%
vs Peers
+2.36%

TLIEX Mutual Fund Performance

TLIEX performance across multiple time periods: 1-month 2.36%, YTD 11.49%, 1-year 20.27%, 3-year 16.60%, 5-year 8.67%.

TLIEX returns outperform the peer average of 9.13% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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