TVFVX Mutual Fund

TVFVX Mutual Fund

NAV$87.93
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Returns Overview

1 Month
-4.59%
3 Months
+8.72%
6 Months
+10.03%
YTD
+16.82%
1 Year
+26.71%
3 Years (annualized)
+20.54%
5 Years (annualized)
+17.90%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVFVX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+7.86%
vs Peers
+8.95%

TVFVX Mutual Fund Performance

TVFVX performance across multiple time periods: 1-month -4.59%, YTD 16.82%, 1-year 26.71%, 3-year 20.54%, 5-year 17.90%, 10-year 12.29%.

TVFVX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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