TLQHX Mutual Fund

NAV$24.64

Returns Overview

1 Month
+0.08%
3 Months
+7.64%
6 Months
+6.66%
YTD
+6.29%
1 Year
+13.90%
3 Years (annualized)
+11.97%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.24%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lifecycle Index 2025 Fund Composite Index
This Mutual Fund (YTD)
+6.29%
Peer Avg (YTD)
+7.64%
vs Peers
-1.35%

TLQHX Mutual Fund Performance

TLQHX performance across multiple time periods: 1-month 0.08%, YTD 6.29%, 1-year 13.90%, 3-year 11.97%, 5-year 5.90%, 10-year 8.24%.

TLQHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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