TAVFX Mutual Fund

TAVFX Mutual Fund

NAV$90.40
See how much of TAVFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.52%
3 Months
+2.57%
6 Months
+7.36%
YTD
+15.71%
1 Year
+39.17%
3 Years (annualized)
+15.68%
5 Years (annualized)
+16.87%
10 Years (annualized)
+11.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.71%
Peer Avg (YTD)
+8.67%
vs Peers
+7.04%

TAVFX Mutual Fund Performance

TAVFX performance across multiple time periods: 1-month 6.52%, YTD 15.71%, 1-year 39.17%, 3-year 15.68%, 5-year 16.87%, 10-year 11.97%.

TAVFX returns outperform the peer average of 8.67% 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.