TLDUX Mutual Fund

TLDUX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-1.18%
3 Months
-1.03%
6 Months
-0.54%
YTD
+0.28%
1 Year
+0.52%
3 Years (annualized)
+3.58%
5 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLDUX 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)
+0.28%
Peer Avg (YTD)
+0.50%
vs Peers
-0.22%

TLDUX Mutual Fund Performance

TLDUX performance across multiple time periods: 1-month -1.18%, YTD 0.28%, 1-year 0.52%, 3-year 3.58%, 5-year 1.47%.

TLDUX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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