TLZRX Mutual Fund

TLZRX Mutual Fund

NAV$36.53
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Returns Overview

1 Month
-1.60%
3 Months
-0.38%
6 Months
+10.93%
YTD
+8.60%
1 Year
+11.99%
3 Years (annualized)
+16.44%
5 Years (annualized)
+8.32%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLZRX 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)
+8.60%
Peer Avg (YTD)
+7.09%
vs Peers
+1.51%

TLZRX Mutual Fund Performance

TLZRX performance across multiple time periods: 1-month -1.60%, YTD 8.60%, 1-year 11.99%, 3-year 16.44%, 5-year 8.32%, 10-year 10.75%.

TLZRX returns outperform 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.

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