TAVZX Mutual Fund

TAVZX Mutual Fund

NAV$90.41
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Returns Overview

1 Month
+6.52%
3 Months
+2.59%
6 Months
+7.39%
YTD
+15.76%
1 Year
+39.26%
3 Years (annualized)
+15.78%
5 Years (annualized)
+16.98%
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
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📉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)
+15.76%
Peer Avg (YTD)
+8.67%
vs Peers
+7.09%

TAVZX Mutual Fund Performance

TAVZX performance across multiple time periods: 1-month 6.52%, YTD 15.76%, 1-year 39.26%, 3-year 15.78%, 5-year 16.98%, 10-year 12.06%.

TAVZX returns outperform the peer average of 8.67% 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.