TPLNX Mutual Fund

TPLNX Mutual Fund

NAV$19.15
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Returns Overview

1 Month
-2.12%
3 Months
+3.04%
6 Months
+2.99%
YTD
+11.27%
1 Year
+7.41%
3 Years (annualized)
+10.96%
5 Years (annualized)
+5.85%
10 Years (annualized)
+9.16%

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)
+11.27%
Peer Avg (YTD)
+15.20%
vs Peers
-3.93%

TPLNX Mutual Fund Performance

TPLNX performance across multiple time periods: 1-month -2.12%, YTD 11.27%, 1-year 7.41%, 3-year 10.96%, 5-year 5.85%, 10-year 9.16%.

TPLNX returns trail the peer average of 15.20% 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.