TCVIX Mutual Fund

TCVIX Mutual Fund

NAV$27.27
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Returns Overview

1 Month
-5.19%
3 Months
-4.92%
6 Months
+2.04%
YTD
+8.62%
1 Year
+13.56%
3 Years (annualized)
+14.31%
5 Years (annualized)
+8.48%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCVIX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+6.73%
vs Peers
+1.89%

TCVIX Mutual Fund Performance

TCVIX performance across multiple time periods: 1-month -5.19%, YTD 8.62%, 1-year 13.56%, 3-year 14.31%, 5-year 8.48%, 10-year 9.41%.

TCVIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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