TASVX Mutual Fund

TASVX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-3.16%
3 Months
-1.90%
6 Months
+13.75%
YTD
+19.00%
1 Year
+24.42%
3 Years (annualized)
+17.73%
5 Years (annualized)
+10.04%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASVX 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)
+19.00%
Peer Avg (YTD)
+10.34%
vs Peers
+8.66%

TASVX Mutual Fund Performance

TASVX performance across multiple time periods: 1-month -3.16%, YTD 19.00%, 1-year 24.42%, 3-year 17.73%, 5-year 10.04%, 10-year 9.83%.

TASVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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