TLQHX Mutual Fund

TLQHX Mutual Fund

NAV$24.45
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Returns Overview

1 Month
-0.78%
3 Months
+1.80%
6 Months
+4.02%
YTD
+5.46%
1 Year
+12.57%
3 Years (annualized)
+11.03%
5 Years (annualized)
+5.58%
10 Years (annualized)
+7.88%

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
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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 2025 Fund Composite Index
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+6.99%
vs Peers
-1.53%

TLQHX Mutual Fund Performance

TLQHX performance across multiple time periods: 1-month -0.78%, YTD 5.46%, 1-year 12.57%, 3-year 11.03%, 5-year 5.58%, 10-year 7.88%.

TLQHX returns trail 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.

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