TLMHX Mutual Fund

TLMHX Mutual Fund

NAV$40.29
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Returns Overview

1 Month
-0.81%
3 Months
+3.33%
6 Months
+6.95%
YTD
+9.18%
1 Year
+19.59%
3 Years (annualized)
+16.04%
5 Years (annualized)
+9.28%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLMHX 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 2045 Fund Composite Index
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+6.99%
vs Peers
+2.19%

TLMHX Mutual Fund Performance

TLMHX performance across multiple time periods: 1-month -0.81%, YTD 9.18%, 1-year 19.59%, 3-year 16.04%, 5-year 9.28%, 10-year 11.47%.

TLMHX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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