TLMRX Mutual Fund

TLMRX Mutual Fund

NAV$39.61
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Returns Overview

1 Month
-1.50%
3 Months
-0.05%
6 Months
+12.48%
YTD
+9.90%
1 Year
+13.59%
3 Years (annualized)
+15.07%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLMRX 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 Index 2045 Fund Composite Index
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+7.10%
vs Peers
+2.80%

TLMRX Mutual Fund Performance

TLMRX performance across multiple time periods: 1-month -1.50%, YTD 9.90%, 1-year 13.59%, 3-year 15.07%, 5-year 6.65%, 10-year 9.12%.

TLMRX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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