TSVAX Mutual Fund

NAV$23.59

Returns Overview

1 Month
+6.25%
3 Months
+15.90%
6 Months
+21.63%
YTD
+21.19%
1 Year
+42.07%
3 Years (annualized)
+18.65%
5 Years (annualized)
+9.87%
10 Years (annualized)
+10.23%

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
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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.19%
Peer Avg (YTD)
+18.52%
vs Peers
+2.66%

TSVAX Mutual Fund Performance

TSVAX performance across multiple time periods: 1-month 6.25%, YTD 21.19%, 1-year 42.07%, 3-year 18.65%, 5-year 9.87%, 10-year 10.23%.

TSVAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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