TCVYX Mutual Fund

TCVYX Mutual Fund

NAV$26.94
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Returns Overview

1 Month
+5.38%
3 Months
-0.04%
6 Months
+0.80%
YTD
+14.36%
1 Year
+21.24%
3 Years (annualized)
+16.22%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCVYX 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)
+14.36%
Peer Avg (YTD)
+8.01%
vs Peers
+6.35%

TCVYX Mutual Fund Performance

TCVYX performance across multiple time periods: 1-month 5.38%, YTD 14.36%, 1-year 21.24%, 3-year 16.22%, 5-year 6.99%, 10-year 9.12%.

TCVYX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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