TLVCX Mutual Fund

TLVCX Mutual Fund

NAV$15.35
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Returns Overview

1 Month
+0.58%
3 Months
+1.97%
YTD
+8.58%
1 Year
+7.06%
3 Years (annualized)
+9.24%
5 Years (annualized)
+6.01%
10 Years (annualized)
+9.04%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+9.89%
vs Peers
-1.31%

TLVCX Mutual Fund Performance

TLVCX performance across multiple time periods: 1-month 0.58%, YTD 8.58%, 1-year 7.06%, 3-year 9.24%, 5-year 6.01%, 10-year 9.04%.

TLVCX returns trail the peer average of 9.89% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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