TLVCX Mutual Fund

NAV$15.77

Returns Overview

1 Month
+1.31%
3 Months
+5.53%
6 Months
+8.87%
YTD
+7.89%
1 Year
+8.55%
3 Years (annualized)
+9.07%
5 Years (annualized)
+6.79%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLVCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+10.82%
vs Peers
-2.93%

TLVCX Mutual Fund Performance

TLVCX performance across multiple time periods: 1-month 1.31%, YTD 7.89%, 1-year 8.55%, 3-year 9.07%, 5-year 6.79%, 10-year 9.12%.

TLVCX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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