TRVLX Mutual Fund

TRVLX Mutual Fund

NAV$58.13
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Returns Overview

1 Month
+3.94%
3 Months
+6.50%
6 Months
+13.32%
YTD
+18.18%
1 Year
+25.95%
3 Years (annualized)
+16.89%
5 Years (annualized)
+11.10%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVLX 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
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📉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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+18.18%
Peer Avg (YTD)
+11.41%
vs Peers
+6.77%

TRVLX Mutual Fund Performance

TRVLX performance across multiple time periods: 1-month 3.94%, YTD 18.18%, 1-year 25.95%, 3-year 16.89%, 5-year 11.10%, 10-year 12.47%.

TRVLX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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