TLZIX Mutual Fund

TLZIX Mutual Fund

NAV$36.97
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Returns Overview

1 Month
-1.56%
3 Months
-0.30%
6 Months
+11.08%
YTD
+8.84%
1 Year
+12.28%
3 Years (annualized)
+13.56%
5 Years (annualized)
+5.63%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLZIX 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 2040 Fund Composite Index
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+7.10%
vs Peers
+1.74%

TLZIX Mutual Fund Performance

TLZIX performance across multiple time periods: 1-month -1.56%, YTD 8.84%, 1-year 12.28%, 3-year 13.56%, 5-year 5.63%, 10-year 8.25%.

TLZIX 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.

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