TSVRX Mutual Fund

TSVRX Mutual Fund

NAV$22.62
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Returns Overview

1 Month
-3.24%
3 Months
-2.04%
6 Months
+13.44%
YTD
+18.55%
1 Year
+23.79%
3 Years (annualized)
+17.16%
5 Years (annualized)
+9.51%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.55%
Peer Avg (YTD)
+10.34%
vs Peers
+8.21%

TSVRX Mutual Fund Performance

TSVRX performance across multiple time periods: 1-month -3.24%, YTD 18.55%, 1-year 23.79%, 3-year 17.16%, 5-year 9.51%, 10-year 9.26%.

TSVRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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