TLHRX Mutual Fund

TLHRX Mutual Fund

NAV$28.45
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Returns Overview

1 Month
-1.70%
3 Months
-0.91%
6 Months
+7.66%
YTD
+6.00%
1 Year
+8.65%
3 Years (annualized)
+13.22%
5 Years (annualized)
+6.17%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLHRX 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
Lifecycle Index 2030 Fund Composite Index
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+7.09%
vs Peers
-1.08%

TLHRX Mutual Fund Performance

TLHRX performance across multiple time periods: 1-month -1.70%, YTD 6.00%, 1-year 8.65%, 3-year 13.22%, 5-year 6.17%, 10-year 8.68%.

TLHRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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