TLVAX Mutual Fund

TLVAX Mutual Fund

NAV$23.95
See how much of TLVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.13%
3 Months
+0.08%
6 Months
+3.17%
YTD
+9.45%
1 Year
+8.61%
3 Years (annualized)
+9.12%
5 Years (annualized)
+7.19%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.45%
Peer Avg (YTD)
+9.54%
vs Peers
-0.09%

TLVAX Mutual Fund Performance

TLVAX performance across multiple time periods: 1-month 0.13%, YTD 9.45%, 1-year 8.61%, 3-year 9.12%, 5-year 7.19%, 10-year 10.04%.

TLVAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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