TPLGX Mutual Fund

TPLGX Mutual Fund

NAV$74.98
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Returns Overview

1 Month
+2.14%
3 Months
+3.13%
6 Months
+16.89%
YTD
+4.31%
1 Year
+6.06%
3 Years (annualized)
+21.11%
5 Years (annualized)
+8.26%
10 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPLGX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+8.68%
vs Peers
-4.37%

TPLGX Mutual Fund Performance

TPLGX performance across multiple time periods: 1-month 2.14%, YTD 4.31%, 1-year 6.06%, 3-year 21.11%, 5-year 8.26%, 10-year 16.01%.

TPLGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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