TPLNX Mutual Fund

TPLNX Mutual Fund

NAV$21.18
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Returns Overview

1 Month
+7.55%
3 Months
+13.17%
6 Months
+17.16%
YTD
+16.14%
1 Year
+19.76%
3 Years (annualized)
+12.90%
5 Years (annualized)
+6.77%
10 Years (annualized)
+10.35%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.14%
Peer Avg (YTD)
+18.52%
vs Peers
-2.39%

TPLNX Mutual Fund Performance

TPLNX performance across multiple time periods: 1-month 7.55%, YTD 16.14%, 1-year 19.76%, 3-year 12.90%, 5-year 6.77%, 10-year 10.35%.

TPLNX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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