TRVPX Mutual Fund

TRVPX Mutual Fund

NAV$21.44
See how much of TRVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.83%
3 Months
+4.58%
6 Months
+14.70%
YTD
+19.35%
1 Year
+27.95%
3 Years (annualized)
+16.06%
5 Years (annualized)
+10.16%
10 Years (annualized)
+9.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.35%
Peer Avg (YTD)
+9.54%
vs Peers
+9.81%

TRVPX Mutual Fund Performance

TRVPX performance across multiple time periods: 1-month -0.83%, YTD 19.35%, 1-year 27.95%, 3-year 16.06%, 5-year 10.16%, 10-year 9.33%.

TRVPX returns outperform the peer average of 9.54% 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.