TSVCX Mutual Fund

TSVCX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-6.72%
3 Months
-10.76%
6 Months
+0.78%
YTD
+3.21%
1 Year
+1.51%
3 Years (annualized)
+8.25%
5 Years (annualized)
+3.10%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+10.34%
vs Peers
-7.13%

TSVCX Mutual Fund Performance

TSVCX performance across multiple time periods: 1-month -6.72%, YTD 3.21%, 1-year 1.51%, 3-year 8.25%, 5-year 3.10%, 10-year 6.71%.

TSVCX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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