TNVIX Mutual Fund

TNVIX Mutual Fund

NAV$21.89
See how much of TNVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.45%
3 Months
+1.28%
6 Months
+10.56%
YTD
+17.37%
1 Year
+29.86%
3 Years (annualized)
+14.19%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.07%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+17.37%
Peer Avg (YTD)
+9.54%
vs Peers
+7.83%

TNVIX Mutual Fund Performance

TNVIX performance across multiple time periods: 1-month -3.45%, YTD 17.37%, 1-year 29.86%, 3-year 14.19%, 5-year 9.62%, 10-year 11.07%.

TNVIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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