TLHRX Mutual Fund

TLHRX Mutual Fund

NAV$28.81
See how much of TLHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.84%
3 Months
+2.02%
6 Months
+4.47%
YTD
+6.08%
1 Year
+13.78%
3 Years (annualized)
+11.82%
5 Years (annualized)
+6.13%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLHRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2030 Fund Composite Index
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+6.99%
vs Peers
-0.91%

TLHRX Mutual Fund Performance

TLHRX performance across multiple time periods: 1-month -0.84%, YTD 6.08%, 1-year 13.78%, 3-year 11.82%, 5-year 6.13%, 10-year 8.52%.

TLHRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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