TMLCX Mutual Fund

TMLCX Mutual Fund

NAV$45.66
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Returns Overview

1 Month
-1.96%
3 Months
+1.50%
6 Months
+12.28%
YTD
+9.01%
1 Year
+10.69%
3 Years (annualized)
+16.58%
5 Years (annualized)
+9.86%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMLCX 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
Russell 1000 Index Total Return
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+9.91%
vs Peers
-0.90%

TMLCX Mutual Fund Performance

TMLCX performance across multiple time periods: 1-month -1.96%, YTD 9.01%, 1-year 10.69%, 3-year 16.58%, 5-year 9.86%, 10-year 12.72%.

TMLCX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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