TRVPX Mutual Fund

TRVPX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
+5.46%
3 Months
-1.86%
6 Months
+2.63%
YTD
+15.71%
1 Year
+19.75%
3 Years (annualized)
+19.52%
5 Years (annualized)
+8.92%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVPX 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)
+15.71%
Peer Avg (YTD)
+8.01%
vs Peers
+7.71%

TRVPX Mutual Fund Performance

TRVPX performance across multiple time periods: 1-month 5.46%, YTD 15.71%, 1-year 19.75%, 3-year 19.52%, 5-year 8.92%, 10-year 8.86%.

TRVPX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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