TLSRX Mutual Fund

TLSRX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-1.61%
3 Months
-1.61%
6 Months
+1.71%
YTD
+1.03%
1 Year
+2.63%
3 Years (annualized)
+7.28%
5 Years (annualized)
+2.84%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLSRX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+2.46%
vs Peers
-1.42%

TLSRX Mutual Fund Performance

TLSRX performance across multiple time periods: 1-month -1.61%, YTD 1.03%, 1-year 2.63%, 3-year 7.28%, 5-year 2.84%, 10-year 3.92%.

TLSRX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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