TLMHX Mutual Fund

TLMHX Mutual Fund

NAV$40.02
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Returns Overview

1 Month
-1.49%
6 Months
+12.63%
YTD
+10.07%
1 Year
+13.83%
3 Years (annualized)
+15.13%
5 Years (annualized)
+6.68%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLMHX 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 2045 Fund Composite Index
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+7.10%
vs Peers
+2.97%

TLMHX Mutual Fund Performance

TLMHX performance across multiple time periods: 1-month -1.49%, YTD 10.07%, 1-year 13.83%, 3-year 15.13%, 5-year 6.68%, 10-year 9.14%.

TLMHX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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