TISVX Mutual Fund

NAV$19.82

Returns Overview

1 Month
+0.05%
3 Months
+10.31%
6 Months
+11.00%
YTD
+10.31%
1 Year
+14.01%
3 Years (annualized)
+17.52%
5 Years (annualized)
+8.58%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TISVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+11.18%
vs Peers
-0.87%

TISVX Mutual Fund Performance

TISVX performance across multiple time periods: 1-month 0.05%, YTD 10.31%, 1-year 14.01%, 3-year 17.52%, 5-year 8.58%, 10-year 10.04%.

TISVX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

TISVX performance comparison shows side-by-side returns with another fund. TISVX alternatives are available in the Mutual Fund Screener.