TLRHX Mutual Fund

TLRHX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
-1.55%
3 Months
-1.23%
6 Months
+4.41%
YTD
+3.09%
1 Year
+5.25%
3 Years (annualized)
+5.16%
5 Years (annualized)
-1.17%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRHX 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)
+3.09%
Peer Avg (YTD)
+2.46%
vs Peers
+0.64%

TLRHX Mutual Fund Performance

TLRHX performance across multiple time periods: 1-month -1.55%, YTD 3.09%, 1-year 5.25%, 3-year 5.16%, 5-year -1.17%, 10-year 1.02%.

TLRHX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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