TRVQX Mutual Fund

TRVQX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
-0.88%
3 Months
-0.48%
6 Months
+3.09%
YTD
+9.89%
1 Year
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVQX 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

This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+6.70%
vs Peers
+3.19%

TRVQX Mutual Fund Performance

TRVQX performance across multiple time periods: 1-month -0.88%, YTD 9.89%, 1-year 12.52%.

TRVQX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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