TLTRX Mutual Fund

TLTRX Mutual Fund

NAV$17.65
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Returns Overview

1 Month
-1.74%
3 Months
-1.35%
6 Months
+4.03%
YTD
+3.18%
1 Year
+5.09%
3 Years (annualized)
+9.63%
5 Years (annualized)
+4.02%
10 Years (annualized)
+5.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLTRX 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
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📉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 2010 Fund Composite Index
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+7.09%
vs Peers
-3.91%

TLTRX Mutual Fund Performance

TLTRX performance across multiple time periods: 1-month -1.74%, YTD 3.18%, 1-year 5.09%, 3-year 9.63%, 5-year 4.02%, 10-year 5.96%.

TLTRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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