TLTHX Mutual Fund

NAV$18.04

Returns Overview

1 Month
+0.06%
3 Months
+5.51%
6 Months
+4.96%
YTD
+4.65%
1 Year
+10.73%
3 Years (annualized)
+9.72%
5 Years (annualized)
+4.50%
10 Years (annualized)
+6.35%

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
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 2010 Fund Composite Index
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+7.64%
vs Peers
-2.99%

TLTHX Mutual Fund Performance

TLTHX performance across multiple time periods: 1-month 0.06%, YTD 4.65%, 1-year 10.73%, 3-year 9.72%, 5-year 4.50%, 10-year 6.35%.

TLTHX 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.

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