TVAFX Mutual Fund

TVAFX Mutual Fund

NAV$93.33
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Returns Overview

1 Month
+1.29%
3 Months
+1.23%
6 Months
+10.28%
YTD
+8.84%
1 Year
+16.00%
3 Years (annualized)
+15.30%
5 Years (annualized)
+4.12%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVAFX 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 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+7.55%
vs Peers
+1.29%

TVAFX Mutual Fund Performance

TVAFX performance across multiple time periods: 1-month 1.29%, YTD 8.84%, 1-year 16.00%, 3-year 15.30%, 5-year 4.12%, 10-year 9.05%.

TVAFX returns outperform the peer average of 7.55% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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