TRVTX Mutual Fund

TRVTX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
+2.43%
3 Months
+2.52%
6 Months
+7.03%
YTD
+12.87%
1 Year
+20.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVTX 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)
+12.87%
Peer Avg (YTD)
+8.76%
vs Peers
+4.11%

TRVTX Mutual Fund Performance

TRVTX performance across multiple time periods: 1-month 2.43%, YTD 12.87%, 1-year 20.37%.

TRVTX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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