TVSVX Mutual Fund

TVSVX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
-4.91%
3 Months
-3.41%
6 Months
+9.00%
YTD
+16.65%
1 Year
+22.76%
3 Years (annualized)
+16.10%
5 Years (annualized)
+12.23%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVSVX 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 USA All Cap Index
This Mutual Fund (YTD)
+16.65%
Peer Avg (YTD)
+10.34%
vs Peers
+6.31%

TVSVX Mutual Fund Performance

TVSVX performance across multiple time periods: 1-month -4.91%, YTD 16.65%, 1-year 22.76%, 3-year 16.10%, 5-year 12.23%, 10-year 10.35%.

TVSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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