TLHPX Mutual Fund

TLHPX Mutual Fund

NAV$29.00
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Returns Overview

1 Month
+0.07%
3 Months
+8.65%
6 Months
+7.46%
YTD
+7.02%
1 Year
+15.37%
3 Years (annualized)
+13.07%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLHPX 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 2030 Fund Composite Index
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+7.64%
vs Peers
-0.62%

TLHPX Mutual Fund Performance

TLHPX performance across multiple time periods: 1-month 0.07%, YTD 7.02%, 1-year 15.37%, 3-year 13.07%, 5-year 6.59%, 10-year 9.06%.

TLHPX 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.

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