TLQHX Mutual Fund

TLQHX Mutual Fund

NAV$24.23
See how much of TLQHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.16%
3 Months
-0.12%
6 Months
+1.67%
YTD
+5.33%
1 Year
+6.40%
3 Years (annualized)
+13.68%
5 Years (annualized)
+5.24%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLQHX 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 2025 Fund Composite Index
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+6.70%
vs Peers
-1.37%

TLQHX Mutual Fund Performance

TLQHX performance across multiple time periods: 1-month 0.16%, YTD 5.33%, 1-year 6.40%, 3-year 13.68%, 5-year 5.24%, 10-year 7.98%.

TLQHX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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