TOVIX Mutual Fund

TOVIX Mutual Fund

NAV$24.34
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Returns Overview

1 Month
-0.78%
3 Months
+20.47%
6 Months
+35.25%
YTD
+34.10%
1 Year
+55.89%
3 Years (annualized)
+25.56%
5 Years (annualized)
+11.81%

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)
+34.10%
Peer Avg (YTD)
+9.49%
vs Peers
+24.61%

TOVIX Mutual Fund Performance

TOVIX performance across multiple time periods: 1-month -0.78%, YTD 34.10%, 1-year 55.89%, 3-year 25.56%, 5-year 11.81%.

TOVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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