TSVRX Mutual Fund

TSVRX Mutual Fund

NAV$22.69
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Returns Overview

1 Month
+3.80%
3 Months
+0.39%
6 Months
+8.56%
YTD
+23.06%
1 Year
+30.23%
3 Years (annualized)
+21.39%
5 Years (annualized)
+9.00%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.06%
Peer Avg (YTD)
+14.00%
vs Peers
+9.06%

TSVRX Mutual Fund Performance

TSVRX performance across multiple time periods: 1-month 3.80%, YTD 23.06%, 1-year 30.23%, 3-year 21.39%, 5-year 9.00%, 10-year 9.50%.

TSVRX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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