TLWPX Mutual Fund

TLWPX Mutual Fund

NAV$21.16
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Returns Overview

1 Month
-0.76%
3 Months
+1.56%
6 Months
+3.57%
YTD
+4.87%
1 Year
+11.45%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.97%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2020 Fund Composite Index
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+6.99%
vs Peers
-2.12%

TLWPX Mutual Fund Performance

TLWPX performance across multiple time periods: 1-month -0.76%, YTD 4.87%, 1-year 11.45%, 3-year 10.19%, 5-year 4.97%, 10-year 7.07%.

TLWPX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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