TMLAX Mutual Fund

NAV$11.02

Returns Overview

1 Month
+2.66%
3 Months
+0.42%
6 Months
+22.18%
YTD
+20.94%
1 Year
+22.14%
3 Years (annualized)
+22.51%
5 Years (annualized)
+15.11%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMLAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.94%
Peer Avg (YTD)
+14.02%
vs Peers
+6.92%

TMLAX Mutual Fund Performance

TMLAX performance across multiple time periods: 1-month 2.66%, YTD 20.94%, 1-year 22.14%, 3-year 22.51%, 5-year 15.11%, 10-year 8.83%.

TMLAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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