TPHAX Mutual Fund

TPHAX Mutual Fund

NAV$9.01
See how much of TPHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.71%
6 Months
+1.58%
YTD
+2.02%
1 Year
+5.19%
3 Years (annualized)
+7.50%
5 Years (annualized)
+3.38%
10 Years (annualized)
+4.73%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.02%
Peer Avg (YTD)
+0.12%
vs Peers
+1.90%

TPHAX Mutual Fund Performance

TPHAX performance across multiple time periods: YTD 2.02%, 1-year 5.19%, 3-year 7.50%, 5-year 3.38%, 10-year 4.73%.

TPHAX returns outperform the peer average of 0.12% 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.