TNVIX Mutual Fund

TNVIX Mutual Fund

NAV$20.85
See how much of TNVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.47%
3 Months
-9.44%
6 Months
+3.81%
YTD
+10.09%
1 Year
+13.89%
3 Years (annualized)
+13.87%
5 Years (annualized)
+9.21%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNVIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+6.73%
vs Peers
+3.36%

TNVIX Mutual Fund Performance

TNVIX performance across multiple time periods: 1-month -4.47%, YTD 10.09%, 1-year 13.89%, 3-year 13.87%, 5-year 9.21%, 10-year 10.60%.

TNVIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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