TPHAX Mutual Fund

TPHAX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
-2.61%
3 Months
-1.53%
6 Months
+1.18%
YTD
+0.46%
1 Year
+1.83%
3 Years (annualized)
+1.94%
5 Years (annualized)
-1.89%
10 Years (annualized)
-0.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPHAX 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
Bloomberg US High-Yield Ba/B 3% Issuer Cap Index
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+0.50%
vs Peers
-0.04%

TPHAX Mutual Fund Performance

TPHAX performance across multiple time periods: 1-month -2.61%, YTD 0.46%, 1-year 1.83%, 3-year 1.94%, 5-year -1.89%, 10-year -0.10%.

TPHAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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