TRVRX Mutual Fund

TRVRX Mutual Fund

NAV$20.27
See how much of TRVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.50%
3 Months
-7.75%
6 Months
+5.44%
YTD
+9.65%
1 Year
+12.86%
3 Years (annualized)
+16.17%
5 Years (annualized)
+9.26%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVRX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+6.72%
vs Peers
+2.93%

TRVRX Mutual Fund Performance

TRVRX performance across multiple time periods: 1-month -5.50%, YTD 9.65%, 1-year 12.86%, 3-year 16.17%, 5-year 9.26%, 10-year 8.96%.

TRVRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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