TVRVX Mutual Fund

TVRVX Mutual Fund

NAV$20.94
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Returns Overview

1 Month
-8.00%
3 Months
-8.67%
6 Months
-3.26%
YTD
-13.05%
1 Year
-14.55%
3 Years (annualized)
+10.81%
5 Years (annualized)
+2.65%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRVX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-13.05%
Peer Avg (YTD)
+4.73%
vs Peers
-17.79%

TVRVX Mutual Fund Performance

TVRVX performance across multiple time periods: 1-month -8.00%, YTD -13.05%, 1-year -14.55%, 3-year 10.81%, 5-year 2.65%, 10-year 4.02%.

TVRVX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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