TOVIX Mutual Fund

TOVIX Mutual Fund

NAV$23.60
See how much of TOVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.11%
3 Months
-10.53%
6 Months
+7.78%
YTD
+19.98%
1 Year
+26.03%
3 Years (annualized)
+20.82%
5 Years (annualized)
+9.37%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOVIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+19.98%
Peer Avg (YTD)
+10.00%
vs Peers
+9.98%

TOVIX Mutual Fund Performance

TOVIX performance across multiple time periods: 1-month -1.11%, YTD 19.98%, 1-year 26.03%, 3-year 20.82%, 5-year 9.37%, 10-year 8.24%.

TOVIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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