TSVCX Mutual Fund

TSVCX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
+2.82%
3 Months
-6.21%
6 Months
-3.91%
YTD
+6.12%
1 Year
+9.45%
3 Years (annualized)
+9.69%
5 Years (annualized)
+1.75%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+12.21%
vs Peers
-6.08%

TSVCX Mutual Fund Performance

TSVCX performance across multiple time periods: 1-month 2.82%, YTD 6.12%, 1-year 9.45%, 3-year 9.69%, 5-year 1.75%, 10-year 6.50%.

TSVCX returns trail the peer average of 12.21% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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