TLPRX Mutual Fund

TLPRX Mutual Fund

NAV$36.70
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Returns Overview

1 Month
-1.59%
3 Months
-0.36%
6 Months
+10.98%
YTD
+8.69%
1 Year
+12.09%
3 Years (annualized)
+13.53%
5 Years (annualized)
+5.61%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLPRX 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 2040 Fund Composite Index
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+7.10%
vs Peers
+1.59%

TLPRX Mutual Fund Performance

TLPRX performance across multiple time periods: 1-month -1.59%, YTD 8.69%, 1-year 12.09%, 3-year 13.53%, 5-year 5.61%, 10-year 8.22%.

TLPRX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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