TLORX Mutual Fund

TLORX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+2.94%
3 Months
+7.39%
6 Months
+9.01%
YTD
+15.03%
1 Year
+16.65%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.81%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLORX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+12.44%
vs Peers
+2.60%

TLORX Mutual Fund Performance

TLORX performance across multiple time periods: 1-month 2.94%, YTD 15.03%, 1-year 16.65%, 3-year 15.88%, 5-year 8.81%, 10-year 10.39%.

TLORX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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