TSVCX Mutual Fund

NAV$11.41

Returns Overview

1 Month
+7.46%
3 Months
+12.94%
6 Months
+16.72%
YTD
+15.66%
1 Year
+18.83%
3 Years (annualized)
+13.45%
5 Years (annualized)
+10.45%
10 Years (annualized)
+14.87%

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
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 Index(^RUT)
This Mutual Fund (YTD)
+15.66%
Peer Avg (YTD)
+18.52%
vs Peers
-2.86%

TSVCX Mutual Fund Performance

TSVCX performance across multiple time periods: 1-month 7.46%, YTD 15.66%, 1-year 18.83%, 3-year 13.45%, 5-year 10.45%, 10-year 14.87%.

TSVCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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