TSVPX Mutual Fund

TSVPX Mutual Fund

NAV$27.26
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Returns Overview

1 Month
-0.33%
3 Months
+3.21%
6 Months
+7.04%
YTD
+8.10%
1 Year
+15.62%
3 Years (annualized)
+14.76%
5 Years (annualized)
+8.39%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+9.41%
vs Peers
-1.31%

TSVPX Mutual Fund Performance

TSVPX performance across multiple time periods: 1-month -0.33%, YTD 8.10%, 1-year 15.62%, 3-year 14.76%, 5-year 8.39%, 10-year 11.85%.

TSVPX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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