TLRAX Mutual Fund

NAV$9.35

Returns Overview

1 Month
+0.22%
3 Months
+0.54%
6 Months
-0.62%
YTD
-0.41%
1 Year
+1.62%
3 Years (annualized)
+3.20%
5 Years (annualized)
-0.89%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRAX 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

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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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+3.23%
vs Peers
-3.64%

TLRAX Mutual Fund Performance

TLRAX performance across multiple time periods: 1-month 0.22%, YTD -0.41%, 1-year 1.62%, 3-year 3.20%, 5-year -0.89%, 10-year 1.31%.

TLRAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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