TRVHX Mutual Fund

TRVHX Mutual Fund

NAV$19.94
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Returns Overview

1 Month
-1.59%
3 Months
+1.64%
6 Months
+7.54%
YTD
+17.48%
1 Year
+21.70%
3 Years (annualized)
+16.15%
5 Years (annualized)
+9.32%
10 Years (annualized)
+8.61%

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)
+17.48%
Peer Avg (YTD)
+9.89%
vs Peers
+7.59%

TRVHX Mutual Fund Performance

TRVHX performance across multiple time periods: 1-month -1.59%, YTD 17.48%, 1-year 21.70%, 3-year 16.15%, 5-year 9.32%, 10-year 8.61%.

TRVHX returns outperform the peer average of 9.89% 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.