TVIFX Mutual Fund

TVIFX Mutual Fund

NAV$96.23
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Returns Overview

1 Month
-4.95%
3 Months
+1.60%
6 Months
+8.80%
YTD
+10.65%
1 Year
+11.04%
3 Years (annualized)
+14.26%
5 Years (annualized)
+5.20%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVIFX 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 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+6.72%
vs Peers
+3.93%

TVIFX Mutual Fund Performance

TVIFX performance across multiple time periods: 1-month -4.95%, YTD 10.65%, 1-year 11.04%, 3-year 14.26%, 5-year 5.20%, 10-year 9.48%.

TVIFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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