TIMVX Mutual Fund

TIMVX Mutual Fund

NAV$21.31
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Returns Overview

1 Month
-0.78%
3 Months
+4.67%
6 Months
+14.78%
YTD
+19.50%
1 Year
+28.23%
3 Years (annualized)
+16.25%
5 Years (annualized)
+10.34%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIMVX 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)
+19.50%
Peer Avg (YTD)
+9.54%
vs Peers
+9.96%

TIMVX Mutual Fund Performance

TIMVX performance across multiple time periods: 1-month -0.78%, YTD 19.50%, 1-year 28.23%, 3-year 16.25%, 5-year 10.34%, 10-year 9.50%.

TIMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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