TVIHX Mutual Fund

TVIHX Mutual Fund

NAV$26.34
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Returns Overview

1 Month
-1.40%
3 Months
+0.27%
6 Months
+13.97%
YTD
+11.15%
1 Year
+15.17%
3 Years (annualized)
+19.02%
5 Years (annualized)
+9.95%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVIHX 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
Lifecycle Index 2060 Fund Composite Index
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+7.09%
vs Peers
+4.07%

TVIHX Mutual Fund Performance

TVIHX performance across multiple time periods: 1-month -1.40%, YTD 11.15%, 1-year 15.17%, 3-year 19.02%, 5-year 9.95%, 10-year 12.27%.

TVIHX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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