TOVIX Mutual Fund

TOVIX Mutual Fund

NAV$21.54
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Returns Overview

1 Month
-7.43%
3 Months
-5.05%
6 Months
-14.00%
YTD
+11.07%
1 Year
+13.07%
3 Years (annualized)
+21.21%
5 Years (annualized)
+8.12%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOVIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+12.44%
vs Peers
-1.37%

TOVIX Mutual Fund Performance

TOVIX performance across multiple time periods: 1-month -7.43%, YTD 11.07%, 1-year 13.07%, 3-year 21.21%, 5-year 8.12%, 10-year 8.24%.

TOVIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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