TILPX Mutual Fund

NAV$30.71

Returns Overview

1 Month
-2.74%
3 Months
+14.89%
6 Months
+4.71%
YTD
+4.71%
1 Year
+0.66%
3 Years (annualized)
+17.77%
5 Years (annualized)
+7.64%
10 Years (annualized)
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TILPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+8.97%
vs Peers
-4.26%

TILPX Mutual Fund Performance

TILPX performance across multiple time periods: 1-month -2.74%, YTD 4.71%, 1-year 0.66%, 3-year 17.77%, 5-year 7.64%, 10-year 15.66%.

TILPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

TILPX performance comparison shows side-by-side returns with another fund. TILPX alternatives are available in the Mutual Fund Screener.