TRVRX Mutual Fund

TRVRX Mutual Fund

NAV$20.95
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Returns Overview

1 Month
+5.41%
3 Months
-1.93%
6 Months
+2.56%
YTD
+15.59%
1 Year
+19.60%
3 Years (annualized)
+19.56%
5 Years (annualized)
+8.90%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVRX 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)
+15.59%
Peer Avg (YTD)
+8.01%
vs Peers
+7.58%

TRVRX Mutual Fund Performance

TRVRX performance across multiple time periods: 1-month 5.41%, YTD 15.59%, 1-year 19.60%, 3-year 19.56%, 5-year 8.90%, 10-year 9.14%.

TRVRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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