TLVPX Mutual Fund

TLVPX Mutual Fund

NAV$24.41
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Returns Overview

1 Month
+1.49%
3 Months
+0.74%
6 Months
+4.11%
YTD
+6.91%
1 Year
+11.79%
3 Years (annualized)
+12.03%
5 Years (annualized)
+5.48%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLVPX 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 2025 Fund Composite Index
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+8.76%
vs Peers
-1.84%

TLVPX Mutual Fund Performance

TLVPX performance across multiple time periods: 1-month 1.49%, YTD 6.91%, 1-year 11.79%, 3-year 12.03%, 5-year 5.48%, 10-year 7.91%.

TLVPX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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