TNVRX Mutual Fund

TNVRX Mutual Fund

NAV$20.53
See how much of TNVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.54%
3 Months
-9.57%
6 Months
+3.55%
YTD
+9.61%
1 Year
+13.30%
3 Years (annualized)
+13.33%
5 Years (annualized)
+8.68%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNVRX 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)
+9.61%
Peer Avg (YTD)
+6.72%
vs Peers
+2.89%

TNVRX Mutual Fund Performance

TNVRX performance across multiple time periods: 1-month -4.54%, YTD 9.61%, 1-year 13.30%, 3-year 13.33%, 5-year 8.68%, 10-year 9.85%.

TNVRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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