TRVRX Mutual Fund

NAV$21.65

Returns Overview

1 Month
+4.13%
3 Months
+14.29%
6 Months
+20.33%
YTD
+18.86%
1 Year
+20.39%
3 Years (annualized)
+16.28%
5 Years (annualized)
+8.40%
10 Years (annualized)
+8.62%

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
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)
+18.86%
Peer Avg (YTD)
+10.82%
vs Peers
+8.04%

TRVRX Mutual Fund Performance

TRVRX performance across multiple time periods: 1-month 4.13%, YTD 18.86%, 1-year 20.39%, 3-year 16.28%, 5-year 8.40%, 10-year 8.62%.

TRVRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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