TAVZX Mutual Fund

TAVZX Mutual Fund

NAV$87.08
See how much of TAVZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.03%
3 Months
+8.21%
6 Months
+8.77%
YTD
+23.90%
1 Year
+37.28%
3 Years (annualized)
+20.09%
5 Years (annualized)
+17.80%
10 Years (annualized)
+12.06%

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
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)
+23.90%
Peer Avg (YTD)
+9.98%
vs Peers
+13.92%

TAVZX Mutual Fund Performance

TAVZX performance across multiple time periods: 1-month 7.03%, YTD 23.90%, 1-year 37.28%, 3-year 20.09%, 5-year 17.80%, 10-year 12.06%.

TAVZX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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