TILVX Mutual Fund

TILVX Mutual Fund

NAV$34.54
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Returns Overview

1 Month
+3.81%
3 Months
+9.26%
6 Months
+15.38%
YTD
+20.62%
1 Year
+31.12%
3 Years (annualized)
+17.82%
5 Years (annualized)
+11.77%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TILVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.62%
Peer Avg (YTD)
+11.41%
vs Peers
+9.21%

TILVX Mutual Fund Performance

TILVX performance across multiple time periods: 1-month 3.81%, YTD 20.62%, 1-year 31.12%, 3-year 17.82%, 5-year 11.77%, 10-year 11.57%.

TILVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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