TSVAX Mutual Fund

TSVAX Mutual Fund

NAV$23.18
See how much of TSVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.16%
3 Months
-1.95%
6 Months
+13.64%
YTD
+18.83%
1 Year
+24.12%
3 Years (annualized)
+17.38%
5 Years (annualized)
+9.71%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.83%
Peer Avg (YTD)
+10.34%
vs Peers
+8.48%

TSVAX Mutual Fund Performance

TSVAX performance across multiple time periods: 1-month -3.16%, YTD 18.83%, 1-year 24.12%, 3-year 17.38%, 5-year 9.71%, 10-year 9.47%.

TSVAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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