TMLPX Mutual Fund

NAV$11.01

Returns Overview

1 Month
+2.72%
3 Months
+0.47%
6 Months
+22.34%
YTD
+21.10%
1 Year
+22.45%
3 Years (annualized)
+22.84%
5 Years (annualized)
+15.48%
10 Years (annualized)
+9.15%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.10%
Peer Avg (YTD)
+14.02%
vs Peers
+7.07%

TMLPX Mutual Fund Performance

TMLPX performance across multiple time periods: 1-month 2.72%, YTD 21.10%, 1-year 22.45%, 3-year 22.84%, 5-year 15.48%, 10-year 9.15%.

TMLPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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