TMLPX Mutual Fund

TMLPX Mutual Fund

NAV$11.16
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Returns Overview

1 Month
+2.96%
3 Months
+0.68%
6 Months
+17.25%
YTD
+24.68%
1 Year
+26.93%
3 Years (annualized)
+22.65%
5 Years (annualized)
+16.56%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMLPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.68%
Peer Avg (YTD)
+19.98%
vs Peers
+4.70%

TMLPX Mutual Fund Performance

TMLPX performance across multiple time periods: 1-month 2.96%, YTD 24.68%, 1-year 26.93%, 3-year 22.65%, 5-year 16.56%, 10-year 9.39%.

TMLPX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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