TMLCX Mutual Fund

NAV$45.82

Returns Overview

1 Month
-0.54%
3 Months
+10.81%
6 Months
+7.95%
YTD
+7.58%
1 Year
+18.51%
3 Years (annualized)
+14.08%
5 Years (annualized)
+9.26%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMLCX 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
Russell 1000 Index Total Return
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+9.51%
vs Peers
-1.93%

TMLCX Mutual Fund Performance

TMLCX performance across multiple time periods: 1-month -0.54%, YTD 7.58%, 1-year 18.51%, 3-year 14.08%, 5-year 9.26%, 10-year 12.57%.

TMLCX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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