TLVAX Mutual Fund

NAV$24.03

Returns Overview

1 Month
+1.41%
3 Months
+5.70%
6 Months
+9.31%
YTD
+8.26%
1 Year
+9.25%
3 Years (annualized)
+13.23%
5 Years (annualized)
+9.54%
10 Years (annualized)
+10.25%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+10.82%
vs Peers
-2.55%

TLVAX Mutual Fund Performance

TLVAX performance across multiple time periods: 1-month 1.41%, YTD 8.26%, 1-year 9.25%, 3-year 13.23%, 5-year 9.54%, 10-year 10.25%.

TLVAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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