TNVIX Mutual Fund

NAV$22.88
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Returns Overview

1 Month
+5.39%
3 Months
+14.62%
6 Months
+22.54%
YTD
+21.56%
1 Year
+40.91%
3 Years (annualized)
+18.14%
5 Years (annualized)
+10.40%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNVIX 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
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📉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

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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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+21.56%
Peer Avg (YTD)
+10.82%
vs Peers
+10.75%

TNVIX Mutual Fund Performance

TNVIX performance across multiple time periods: 1-month 5.39%, YTD 21.56%, 1-year 40.91%, 3-year 18.14%, 5-year 10.40%, 10-year 12.08%.

TNVIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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