TVLAX Mutual Fund

TVLAX Mutual Fund

NAV$12.65
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Returns Overview

1 Month
-3.81%
3 Months
-3.20%
6 Months
+6.78%
YTD
+4.66%
1 Year
+8.63%
3 Years (annualized)
+18.80%
5 Years (annualized)
+12.34%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVLAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+10.00%
vs Peers
-5.34%

TVLAX Mutual Fund Performance

TVLAX performance across multiple time periods: 1-month -3.81%, YTD 4.66%, 1-year 8.63%, 3-year 18.80%, 5-year 12.34%, 10-year 12.07%.

TVLAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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