TVOIX Mutual Fund

TVOIX Mutual Fund

NAV$48.03
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Returns Overview

1 Month
-5.03%
3 Months
-7.01%
6 Months
+5.97%
YTD
+10.96%
1 Year
+17.01%
3 Years (annualized)
+15.00%
5 Years (annualized)
+9.25%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOIX 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)
+10.96%
Peer Avg (YTD)
+10.34%
vs Peers
+0.61%

TVOIX Mutual Fund Performance

TVOIX performance across multiple time periods: 1-month -5.03%, YTD 10.96%, 1-year 17.01%, 3-year 15.00%, 5-year 9.25%, 10-year 8.92%.

TVOIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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