TNVRX Mutual Fund

TNVRX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
-3.50%
3 Months
+1.16%
6 Months
+10.28%
YTD
+16.97%
1 Year
+29.21%
3 Years (annualized)
+13.62%
5 Years (annualized)
+9.07%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNVRX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.97%
Peer Avg (YTD)
+9.54%
vs Peers
+7.43%

TNVRX Mutual Fund Performance

TNVRX performance across multiple time periods: 1-month -3.50%, YTD 16.97%, 1-year 29.21%, 3-year 13.62%, 5-year 9.07%, 10-year 11.16%.

TNVRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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