TCVAX Mutual Fund

TCVAX Mutual Fund

NAV$27.37
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Returns Overview

1 Month
+5.36%
3 Months
-0.07%
6 Months
+0.70%
YTD
+14.21%
1 Year
+20.97%
3 Years (annualized)
+15.97%
5 Years (annualized)
+6.74%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCVAX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+8.01%
vs Peers
+6.21%

TCVAX Mutual Fund Performance

TCVAX performance across multiple time periods: 1-month 5.36%, YTD 14.21%, 1-year 20.97%, 3-year 15.97%, 5-year 6.74%, 10-year 8.86%.

TCVAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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