TPLNX Mutual Fund

TPLNX Mutual Fund

NAV$20.49
See how much of TPLNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.12%
3 Months
+2.67%
6 Months
+8.68%
YTD
+14.68%
1 Year
+15.12%
3 Years (annualized)
+8.52%
5 Years (annualized)
+5.73%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPLNX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.68%
Peer Avg (YTD)
+15.31%
vs Peers
-0.63%

TPLNX Mutual Fund Performance

TPLNX performance across multiple time periods: 1-month -2.12%, YTD 14.68%, 1-year 15.12%, 3-year 8.52%, 5-year 5.73%, 10-year 8.49%.

TPLNX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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