TPILX Mutual Fund

TPILX Mutual Fund

NAV$12.38
See how much of TPILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.49%
3 Months
+1.29%
6 Months
+2.78%
YTD
+3.73%
1 Year
+9.58%
3 Years (annualized)
+8.73%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPILX 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
Lifecycle Retirement Income Fund Composite Index
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+3.39%
vs Peers
+0.34%

TPILX Mutual Fund Performance

TPILX performance across multiple time periods: 1-month -0.49%, YTD 3.73%, 1-year 9.58%, 3-year 8.73%, 5-year 4.05%, 10-year 5.90%.

TPILX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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