TAVZX Mutual Fund

TAVZX Mutual Fund

NAV$88.98
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Returns Overview

1 Month
-5.09%
3 Months
+1.28%
6 Months
+8.67%
YTD
+7.61%
1 Year
+30.66%
3 Years (annualized)
+14.63%
5 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAVZX 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)
+7.61%
Peer Avg (YTD)
+9.16%
vs Peers
-1.55%

TAVZX Mutual Fund Performance

TAVZX performance across multiple time periods: 1-month -5.09%, YTD 7.61%, 1-year 30.66%, 3-year 14.63%, 5-year 14.30%.

TAVZX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

TAVZX performance comparison shows side-by-side returns with another fund. TAVZX alternatives are available in the Mutual Fund Screener.