TLTHX Mutual Fund

TLTHX Mutual Fund

NAV$18.12
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Returns Overview

1 Month
-0.67%
3 Months
+1.19%
6 Months
+2.88%
YTD
+3.96%
1 Year
+9.74%
3 Years (annualized)
+8.95%
5 Years (annualized)
+4.16%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLTHX 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
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📉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 2010 Fund Composite Index
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+6.99%
vs Peers
-3.04%

TLTHX Mutual Fund Performance

TLTHX performance across multiple time periods: 1-month -0.67%, YTD 3.96%, 1-year 9.74%, 3-year 8.95%, 5-year 4.16%, 10-year 6.06%.

TLTHX 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.

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