TMLPX Mutual Fund

TMLPX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-8.02%
3 Months
-2.40%
6 Months
-1.93%
YTD
+18.19%
1 Year
+17.99%
3 Years (annualized)
+24.20%
5 Years (annualized)
+17.30%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMLPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.19%
Peer Avg (YTD)
+19.29%
vs Peers
-1.09%

TMLPX Mutual Fund Performance

TMLPX performance across multiple time periods: 1-month -8.02%, YTD 18.19%, 1-year 17.99%, 3-year 24.20%, 5-year 17.30%, 10-year 9.58%.

TMLPX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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