TCVYX Mutual Fund

TCVYX Mutual Fund

NAV$27.03
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Returns Overview

1 Month
-5.20%
3 Months
-4.96%
6 Months
+2.02%
YTD
+8.52%
1 Year
+13.43%
3 Years (annualized)
+13.07%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCVYX 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)
+8.52%
Peer Avg (YTD)
+6.72%
vs Peers
+1.80%

TCVYX Mutual Fund Performance

TCVYX performance across multiple time periods: 1-month -5.20%, YTD 8.52%, 1-year 13.43%, 3-year 13.07%, 5-year 7.71%, 10-year 8.95%.

TCVYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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