TMVIX Mutual Fund

NAV$24.44

Returns Overview

1 Month
+1.39%
3 Months
+5.74%
6 Months
+9.39%
YTD
+8.40%
1 Year
+9.51%
3 Years (annualized)
+13.46%
5 Years (annualized)
+9.79%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMVIX 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)
+8.40%
Peer Avg (YTD)
+10.82%
vs Peers
-2.41%

TMVIX Mutual Fund Performance

TMVIX performance across multiple time periods: 1-month 1.39%, YTD 8.40%, 1-year 9.51%, 3-year 13.46%, 5-year 9.79%, 10-year 10.57%.

TMVIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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