TAVFX Mutual Fund

TAVFX Mutual Fund

NAV$84.16
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Returns Overview

1 Month
-0.67%
3 Months
+1.46%
6 Months
+4.07%
YTD
+16.26%
1 Year
+25.23%
3 Years (annualized)
+21.77%
5 Years (annualized)
+16.65%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAVFX 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)
+16.26%
Peer Avg (YTD)
+7.47%
vs Peers
+8.79%

TAVFX Mutual Fund Performance

TAVFX performance across multiple time periods: 1-month -0.67%, YTD 16.26%, 1-year 25.23%, 3-year 21.77%, 5-year 16.65%, 10-year 12.12%.

TAVFX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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