TLVPX Mutual Fund

NAV$24.68

Returns Overview

1 Month
+0.08%
3 Months
+7.62%
6 Months
+6.59%
YTD
+6.22%
1 Year
+13.74%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.80%
10 Years (annualized)
+8.16%

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
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)
+6.22%
Peer Avg (YTD)
+7.64%
vs Peers
-1.42%

TLVPX Mutual Fund Performance

TLVPX performance across multiple time periods: 1-month 0.08%, YTD 6.22%, 1-year 13.74%, 3-year 12.23%, 5-year 5.80%, 10-year 8.16%.

TLVPX 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.

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