TLWHX Mutual Fund

TLWHX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
-1.74%
3 Months
-1.13%
6 Months
+5.71%
YTD
+4.55%
1 Year
+6.87%
3 Years (annualized)
+11.44%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWHX 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 2020 Fund Composite Index
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+7.09%
vs Peers
-2.54%

TLWHX Mutual Fund Performance

TLWHX performance across multiple time periods: 1-month -1.74%, YTD 4.55%, 1-year 6.87%, 3-year 11.44%, 5-year 5.12%, 10-year 7.29%.

TLWHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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