TPVIX Mutual Fund

TPVIX Mutual Fund

NAV$21.12
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Returns Overview

1 Month
-2.07%
3 Months
+2.76%
6 Months
+8.81%
YTD
+14.93%
1 Year
+15.40%
3 Years (annualized)
+8.80%
5 Years (annualized)
+6.00%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPVIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.93%
Peer Avg (YTD)
+15.31%
vs Peers
-0.38%

TPVIX Mutual Fund Performance

TPVIX performance across multiple time periods: 1-month -2.07%, YTD 14.93%, 1-year 15.40%, 3-year 8.80%, 5-year 6.00%, 10-year 8.54%.

TPVIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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