TLWHX Mutual Fund

NAV$21.35

Returns Overview

1 Month
+0.09%
3 Months
+6.93%
6 Months
+6.12%
YTD
+5.75%
1 Year
+12.82%
3 Years (annualized)
+11.22%
5 Years (annualized)
+5.41%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWHX 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 2020 Fund Composite Index
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+7.64%
vs Peers
-1.89%

TLWHX Mutual Fund Performance

TLWHX performance across multiple time periods: 1-month 0.09%, YTD 5.75%, 1-year 12.82%, 3-year 11.22%, 5-year 5.41%, 10-year 7.50%.

TLWHX 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.

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