TDVFX Mutual Fund

TDVFX Mutual Fund

NAV$16.62
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Returns Overview

1 Month
-0.11%
3 Months
+7.80%
6 Months
+13.10%
YTD
+9.90%
1 Year
+18.48%
3 Years (annualized)
-0.03%
5 Years (annualized)
+3.08%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TDVFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+5.65%
vs Peers
+4.26%

TDVFX Mutual Fund Performance

TDVFX performance across multiple time periods: 1-month -0.11%, YTD 9.90%, 1-year 18.48%, 3-year -0.03%, 5-year 3.08%, 10-year 8.41%.

TDVFX returns outperform the peer average of 5.65% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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