TLWPX Mutual Fund

TLWPX Mutual Fund

NAV$20.93
See how much of TLWPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.75%
3 Months
-1.19%
6 Months
+5.64%
YTD
+4.42%
1 Year
+6.72%
3 Years (annualized)
+11.31%
5 Years (annualized)
+5.02%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWPX 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 2020 Fund Composite Index
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+7.09%
vs Peers
-2.67%

TLWPX Mutual Fund Performance

TLWPX performance across multiple time periods: 1-month -1.75%, YTD 4.42%, 1-year 6.72%, 3-year 11.31%, 5-year 5.02%, 10-year 7.20%.

TLWPX 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.

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