TVFRX Mutual Fund

TVFRX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
-0.10%
3 Months
+0.41%
6 Months
+17.42%
YTD
+11.55%
1 Year
+14.75%
3 Years (annualized)
+19.12%
5 Years (annualized)
+8.78%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVFRX 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)
+11.55%
Peer Avg (YTD)
+8.68%
vs Peers
+2.87%

TVFRX Mutual Fund Performance

TVFRX performance across multiple time periods: 1-month -0.10%, YTD 11.55%, 1-year 14.75%, 3-year 19.12%, 5-year 8.78%, 10-year 11.29%.

TVFRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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