TLVCX Mutual Fund

TLVCX Mutual Fund

NAV$15.56
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Returns Overview

1 Month
+0.06%
3 Months
-0.13%
6 Months
+2.79%
YTD
+7.96%
1 Year
+7.88%
3 Years (annualized)
+8.33%
5 Years (annualized)
+6.40%
10 Years (annualized)
+8.97%

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)
+7.96%
Peer Avg (YTD)
+9.54%
vs Peers
-1.58%

TLVCX Mutual Fund Performance

TLVCX performance across multiple time periods: 1-month 0.06%, YTD 7.96%, 1-year 7.88%, 3-year 8.33%, 5-year 6.40%, 10-year 8.97%.

TLVCX returns trail the peer average of 9.54% 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.