TSVAX Mutual Fund

TSVAX Mutual Fund

NAV$23.09
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Returns Overview

1 Month
-0.04%
3 Months
+7.59%
6 Months
+13.43%
YTD
+22.71%
1 Year
+28.94%
3 Years (annualized)
+17.38%
5 Years (annualized)
+9.71%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.71%
Peer Avg (YTD)
+15.20%
vs Peers
+7.51%

TSVAX Mutual Fund Performance

TSVAX performance across multiple time periods: 1-month -0.04%, YTD 22.71%, 1-year 28.94%, 3-year 17.38%, 5-year 9.71%, 10-year 9.47%.

TSVAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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