TIMVX Mutual Fund

TIMVX Mutual Fund

NAV$21.22
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Returns Overview

1 Month
-5.48%
3 Months
-7.66%
6 Months
+5.59%
YTD
+11.22%
1 Year
+13.17%
3 Years (annualized)
+15.85%
5 Years (annualized)
+9.12%
10 Years (annualized)
+8.18%

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)
+11.22%
Peer Avg (YTD)
+6.72%
vs Peers
+4.50%

TIMVX Mutual Fund Performance

TIMVX performance across multiple time periods: 1-month -5.48%, YTD 11.22%, 1-year 13.17%, 3-year 15.85%, 5-year 9.12%, 10-year 8.18%.

TIMVX returns outperform the peer average of 6.72% 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.