TMVAX Mutual Fund

TMVAX Mutual Fund

NAV$29.09
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Returns Overview

1 Month
+8.54%
3 Months
+13.60%
6 Months
+8.62%
YTD
+7.20%
1 Year
+10.02%
3 Years (annualized)
+8.42%
5 Years (annualized)
+13.69%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMVAX 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
Russell Microcap Value(^RUMICV)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+4.49%
vs Peers
+2.71%

TMVAX Mutual Fund Performance

TMVAX performance across multiple time periods: 1-month 8.54%, YTD 7.20%, 1-year 10.02%, 3-year 8.42%, 5-year 13.69%, 10-year 7.60%.

TMVAX returns outperform the peer average of 4.49% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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