TLDTX Mutual Fund

TLDTX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
-1.19%
3 Months
-1.05%
6 Months
-0.60%
YTD
+0.20%
1 Year
+0.41%
3 Years (annualized)
+3.50%
5 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLDTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+0.50%
vs Peers
-0.30%

TLDTX Mutual Fund Performance

TLDTX performance across multiple time periods: 1-month -1.19%, YTD 0.20%, 1-year 0.41%, 3-year 3.50%, 5-year 1.37%.

TLDTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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