TLTPX Mutual Fund

NAV$18.02
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Returns Overview

1 Month
+0.11%
3 Months
+5.54%
6 Months
+4.92%
YTD
+4.62%
1 Year
+10.59%
3 Years (annualized)
+9.61%
5 Years (annualized)
+4.41%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLTPX 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

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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)
+4.62%
Peer Avg (YTD)
+7.64%
vs Peers
-3.02%

TLTPX Mutual Fund Performance

TLTPX performance across multiple time periods: 1-month 0.11%, YTD 4.62%, 1-year 10.59%, 3-year 9.61%, 5-year 4.41%, 10-year 6.24%.

TLTPX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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