TSVQX Mutual Fund

TSVQX Mutual Fund

NAV$23.47
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Returns Overview

1 Month
+1.38%
3 Months
+8.30%
6 Months
+16.64%
YTD
+23.06%
1 Year
+42.96%
3 Years (annualized)
+16.51%
5 Years (annualized)
+10.92%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVQX 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
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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)
+23.06%
Peer Avg (YTD)
+15.31%
vs Peers
+7.75%

TSVQX Mutual Fund Performance

TSVQX performance across multiple time periods: 1-month 1.38%, YTD 23.06%, 1-year 42.96%, 3-year 16.51%, 5-year 10.92%, 10-year 10.20%.

TSVQX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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