TVOCX Mutual Fund

TVOCX Mutual Fund

NAV$44.23
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Returns Overview

1 Month
-5.11%
3 Months
-7.27%
6 Months
+5.41%
YTD
+10.11%
1 Year
+15.77%
3 Years (annualized)
+13.73%
5 Years (annualized)
+8.03%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOCX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+10.34%
vs Peers
-0.24%

TVOCX Mutual Fund Performance

TVOCX performance across multiple time periods: 1-month -5.11%, YTD 10.11%, 1-year 15.77%, 3-year 13.73%, 5-year 8.03%, 10-year 8.47%.

TVOCX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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