TLIRX Mutual Fund

TLIRX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-1.56%
3 Months
-1.24%
6 Months
+4.37%
YTD
+2.92%
1 Year
+5.12%
3 Years (annualized)
+5.15%
5 Years (annualized)
-1.19%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLIRX 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
Lifecycle Retirement Income Fund Composite Index
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+2.46%
vs Peers
+0.46%

TLIRX Mutual Fund Performance

TLIRX performance across multiple time periods: 1-month -1.56%, YTD 2.92%, 1-year 5.12%, 3-year 5.15%, 5-year -1.19%, 10-year 1.01%.

TLIRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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