TIVRX Mutual Fund

TIVRX Mutual Fund

NAV$37.39
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Returns Overview

1 Month
-3.04%
3 Months
+1.40%
6 Months
+8.20%
YTD
+10.39%
1 Year
+16.49%
3 Years (annualized)
+23.62%
5 Years (annualized)
+14.19%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIVRX 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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+9.29%
vs Peers
+1.10%

TIVRX Mutual Fund Performance

TIVRX performance across multiple time periods: 1-month -3.04%, YTD 10.39%, 1-year 16.49%, 3-year 23.62%, 5-year 14.19%, 10-year 15.07%.

TIVRX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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