TIVRX Mutual Fund

NAV$39.14
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Returns Overview

1 Month
-0.64%
3 Months
+6.70%
6 Months
+9.99%
YTD
+8.86%
1 Year
+21.13%
3 Years (annualized)
+21.80%
5 Years (annualized)
+12.90%
10 Years (annualized)
+15.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIVRX 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
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📉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

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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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+9.13%
vs Peers
-0.27%

TIVRX Mutual Fund Performance

TIVRX performance across multiple time periods: 1-month -0.64%, YTD 8.86%, 1-year 21.13%, 3-year 21.80%, 5-year 12.90%, 10-year 15.15%.

TIVRX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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