TLVAX Mutual Fund

TLVAX Mutual Fund

NAV$23.63
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Returns Overview

1 Month
-3.68%
3 Months
-2.91%
6 Months
+2.63%
YTD
+5.11%
1 Year
+3.96%
3 Years (annualized)
+10.04%
5 Years (annualized)
+6.79%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLVAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+6.72%
vs Peers
-1.61%

TLVAX Mutual Fund Performance

TLVAX performance across multiple time periods: 1-month -3.68%, YTD 5.11%, 1-year 3.96%, 3-year 10.04%, 5-year 6.79%, 10-year 9.86%.

TLVAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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