TNVDX Mutual Fund

TNVDX Mutual Fund

NAV$10.80
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Returns Overview

1 Month
-0.68%
3 Months
+1.32%
6 Months
+2.29%
YTD
+4.48%
1 Year
+10.72%
3 Years (annualized)
+9.65%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNVDX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+3.39%
vs Peers
+1.09%

TNVDX Mutual Fund Performance

TNVDX performance across multiple time periods: 1-month -0.68%, YTD 4.48%, 1-year 10.72%, 3-year 9.65%, 5-year 5.35%, 10-year 7.21%.

TNVDX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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