TAVFX Mutual Fund

TAVFX Mutual Fund

NAV$87.32
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Returns Overview

1 Month
-4.57%
3 Months
+8.80%
6 Months
+10.16%
YTD
+17.05%
1 Year
+27.02%
3 Years (annualized)
+19.98%
5 Years (annualized)
+17.70%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAVFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+17.05%
Peer Avg (YTD)
+7.86%
vs Peers
+9.18%

TAVFX Mutual Fund Performance

TAVFX performance across multiple time periods: 1-month -4.57%, YTD 17.05%, 1-year 27.02%, 3-year 19.98%, 5-year 17.70%, 10-year 12.34%.

TAVFX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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