TCVIX Mutual Fund

TCVIX Mutual Fund

NAV$27.90
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Returns Overview

1 Month
+5.40%
6 Months
+0.87%
YTD
+14.48%
1 Year
+24.70%
3 Years (annualized)
+17.51%
5 Years (annualized)
+7.75%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCVIX 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)
+14.48%
Peer Avg (YTD)
+8.01%
vs Peers
+6.48%

TCVIX Mutual Fund Performance

TCVIX performance across multiple time periods: 1-month 5.40%, YTD 14.48%, 1-year 24.70%, 3-year 17.51%, 5-year 7.75%, 10-year 9.58%.

TCVIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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