TCVYX Mutual Fund

TCVYX Mutual Fund

NAV$27.67
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Returns Overview

1 Month
+0.18%
3 Months
+0.84%
6 Months
+10.56%
YTD
+15.88%
1 Year
+23.20%
3 Years (annualized)
+11.83%
5 Years (annualized)
+7.96%
10 Years (annualized)
+8.89%

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)
+15.88%
Peer Avg (YTD)
+9.54%
vs Peers
+6.34%

TCVYX Mutual Fund Performance

TCVYX performance across multiple time periods: 1-month 0.18%, YTD 15.88%, 1-year 23.20%, 3-year 11.83%, 5-year 7.96%, 10-year 8.89%.

TCVYX returns outperform the peer average of 9.54% 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.