TLRSX Mutual Fund

TLRSX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
+3.99%
3 Months
-4.38%
6 Months
-1.47%
YTD
+10.91%
1 Year
+10.66%
3 Years (annualized)
+12.61%
5 Years (annualized)
+0.42%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRSX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+7.37%
vs Peers
+3.53%

TLRSX Mutual Fund Performance

TLRSX performance across multiple time periods: 1-month 3.99%, YTD 10.91%, 1-year 10.66%, 3-year 12.61%, 5-year 0.42%, 10-year 6.75%.

TLRSX returns outperform the peer average of 7.37% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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