TLHPX Mutual Fund

TLHPX Mutual Fund

NAV$28.60
See how much of TLHPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.70%
3 Months
-0.91%
6 Months
+7.66%
YTD
+6.05%
1 Year
+8.77%
3 Years (annualized)
+13.32%
5 Years (annualized)
+6.27%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLHPX 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
Lifecycle Index 2030 Fund Composite Index
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+7.09%
vs Peers
-1.04%

TLHPX Mutual Fund Performance

TLHPX performance across multiple time periods: 1-month -1.70%, YTD 6.05%, 1-year 8.77%, 3-year 13.32%, 5-year 6.27%, 10-year 8.80%.

TLHPX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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