TPLIX Mutual Fund

NAV$15.86

Returns Overview

1 Month
+4.28%
3 Months
+22.78%
6 Months
+22.87%
YTD
+21.96%
1 Year
+28.52%
3 Years (annualized)
+22.25%
5 Years (annualized)
+13.67%
10 Years (annualized)
+14.22%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+21.96%
Peer Avg (YTD)
+10.82%
vs Peers
+11.14%

TPLIX Mutual Fund Performance

TPLIX performance across multiple time periods: 1-month 4.28%, YTD 21.96%, 1-year 28.52%, 3-year 22.25%, 5-year 13.67%, 10-year 14.22%.

TPLIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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