TRVHX Mutual Fund

TRVHX Mutual Fund

NAV$21.41
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Returns Overview

1 Month
-0.83%
3 Months
+4.64%
6 Months
+14.71%
YTD
+19.38%
1 Year
+28.10%
3 Years (annualized)
+16.10%
5 Years (annualized)
+10.21%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVHX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.38%
Peer Avg (YTD)
+9.54%
vs Peers
+9.84%

TRVHX Mutual Fund Performance

TRVHX performance across multiple time periods: 1-month -0.83%, YTD 19.38%, 1-year 28.10%, 3-year 16.10%, 5-year 10.21%, 10-year 9.37%.

TRVHX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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