TLXIX Mutual Fund

TLXIX Mutual Fund

NAV$40.11
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Returns Overview

1 Month
-1.49%
3 Months
+0.03%
6 Months
+12.63%
YTD
+10.10%
1 Year
+13.87%
3 Years (annualized)
+15.12%
5 Years (annualized)
+6.68%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLXIX 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 2045 Fund Composite Index
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+7.10%
vs Peers
+3.00%

TLXIX Mutual Fund Performance

TLXIX performance across multiple time periods: 1-month -1.49%, YTD 10.10%, 1-year 13.87%, 3-year 15.12%, 5-year 6.68%, 10-year 9.17%.

TLXIX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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