TRVPX Mutual Fund

NAV$21.97

Returns Overview

1 Month
+4.09%
3 Months
+14.32%
6 Months
+20.36%
YTD
+18.90%
1 Year
+20.42%
3 Years (annualized)
+16.39%
5 Years (annualized)
+8.49%
10 Years (annualized)
+8.72%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.90%
Peer Avg (YTD)
+10.82%
vs Peers
+8.09%

TRVPX Mutual Fund Performance

TRVPX performance across multiple time periods: 1-month 4.09%, YTD 18.90%, 1-year 20.42%, 3-year 16.39%, 5-year 8.49%, 10-year 8.72%.

TRVPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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