TIVRX Mutual Fund

TIVRX Mutual Fund

NAV$38.83
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Returns Overview

1 Month
+4.21%
3 Months
+5.72%
6 Months
+8.75%
YTD
+14.62%
1 Year
+26.27%
3 Years (annualized)
+20.03%
5 Years (annualized)
+10.97%
10 Years (annualized)
+11.08%

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
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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+9.42%
vs Peers
+5.20%

TIVRX Mutual Fund Performance

TIVRX performance across multiple time periods: 1-month 4.21%, YTD 14.62%, 1-year 26.27%, 3-year 20.03%, 5-year 10.97%, 10-year 11.08%.

TIVRX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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