TVRCX Mutual Fund

TVRCX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
-0.12%
3 Months
+0.24%
6 Months
+16.98%
YTD
+10.91%
1 Year
+13.89%
3 Years (annualized)
+18.23%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+8.68%
vs Peers
+2.23%

TVRCX Mutual Fund Performance

TVRCX performance across multiple time periods: 1-month -0.12%, YTD 10.91%, 1-year 13.89%, 3-year 18.23%, 5-year 7.96%, 10-year 10.46%.

TVRCX returns outperform the peer average of 8.68% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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