TPHAX Mutual Fund

TPHAX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
+0.34%
3 Months
-1.19%
6 Months
-0.49%
YTD
+0.81%
1 Year
+2.29%
3 Years (annualized)
+8.26%
5 Years (annualized)
+3.05%
10 Years (annualized)
+4.41%

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)
+0.81%
Peer Avg (YTD)
+1.93%
vs Peers
-1.12%

TPHAX Mutual Fund Performance

TPHAX performance across multiple time periods: 1-month 0.34%, YTD 0.81%, 1-year 2.29%, 3-year 8.26%, 5-year 3.05%, 10-year 4.41%.

TPHAX returns trail the peer average of 1.93% 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.