TLWPX Mutual Fund

TLWPX Mutual Fund

NAV$21.23
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Returns Overview

1 Month
+0.05%
3 Months
+6.91%
6 Months
+6.05%
YTD
+5.68%
1 Year
+12.70%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.32%
10 Years (annualized)
+7.41%

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)
+5.68%
Peer Avg (YTD)
+7.64%
vs Peers
-1.96%

TLWPX Mutual Fund Performance

TLWPX performance across multiple time periods: 1-month 0.05%, YTD 5.68%, 1-year 12.70%, 3-year 11.11%, 5-year 5.32%, 10-year 7.41%.

TLWPX 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.

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