TLFPX Mutual Fund

NAV$18.79

Returns Overview

1 Month
+0.05%
3 Months
+6.21%
6 Months
+5.43%
YTD
+5.19%
1 Year
+11.68%
3 Years (annualized)
+10.36%
5 Years (annualized)
+4.87%
10 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLFPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lifecycle Index 2015 Fund Composite Index
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+7.64%
vs Peers
-2.45%

TLFPX Mutual Fund Performance

TLFPX performance across multiple time periods: 1-month 0.05%, YTD 5.19%, 1-year 11.68%, 3-year 10.36%, 5-year 4.87%, 10-year 6.80%.

TLFPX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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