TVIRX Mutual Fund

TVIRX Mutual Fund

NAV$92.08
See how much of TVIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.98%
3 Months
+1.53%
6 Months
+8.66%
YTD
+10.44%
1 Year
+10.76%
3 Years (annualized)
+13.97%
5 Years (annualized)
+4.93%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVIRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+6.72%
vs Peers
+3.72%

TVIRX Mutual Fund Performance

TVIRX performance across multiple time periods: 1-month -4.98%, YTD 10.44%, 1-year 10.76%, 3-year 13.97%, 5-year 4.93%, 10-year 9.20%.

TVIRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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