TPLIX Mutual Fund

TPLIX Mutual Fund

NAV$16.16
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Returns Overview

1 Month
+1.53%
3 Months
-2.30%
6 Months
+9.60%
YTD
+14.26%
1 Year
+17.11%
3 Years (annualized)
+19.43%
5 Years (annualized)
+10.66%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPLIX 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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+14.26%
Peer Avg (YTD)
+9.89%
vs Peers
+4.37%

TPLIX Mutual Fund Performance

TPLIX performance across multiple time periods: 1-month 1.53%, YTD 14.26%, 1-year 17.11%, 3-year 19.43%, 5-year 10.66%, 10-year 13.19%.

TPLIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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