TPLIX Mutual Fund

TPLIX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-5.87%
3 Months
-3.19%
6 Months
-2.54%
YTD
+8.96%
1 Year
+6.14%
3 Years (annualized)
+21.04%
5 Years (annualized)
+9.01%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPLIX 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)
+8.96%
Peer Avg (YTD)
+10.76%
vs Peers
-1.80%

TPLIX Mutual Fund Performance

TPLIX performance across multiple time periods: 1-month -5.87%, YTD 8.96%, 1-year 6.14%, 3-year 21.04%, 5-year 9.01%, 10-year 12.90%.

TPLIX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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