TLWRX Mutual Fund

TLWRX Mutual Fund

NAV$20.84
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Returns Overview

1 Month
-1.80%
3 Months
-1.24%
6 Months
+5.56%
YTD
+4.33%
1 Year
+6.56%
3 Years (annualized)
+11.21%
5 Years (annualized)
+4.92%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWRX 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 2020 Fund Composite Index
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+7.09%
vs Peers
-2.75%

TLWRX Mutual Fund Performance

TLWRX performance across multiple time periods: 1-month -1.80%, YTD 4.33%, 1-year 6.56%, 3-year 11.21%, 5-year 4.92%, 10-year 7.09%.

TLWRX 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.

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