TVAFX Mutual Fund

TVAFX Mutual Fund

NAV$91.97
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Returns Overview

1 Month
+2.19%
3 Months
+0.67%
6 Months
+4.95%
YTD
+12.77%
1 Year
+15.12%
3 Years (annualized)
+16.16%
5 Years (annualized)
+3.81%
10 Years (annualized)
+9.13%

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)
+12.77%
Peer Avg (YTD)
+8.01%
vs Peers
+4.76%

TVAFX Mutual Fund Performance

TVAFX performance across multiple time periods: 1-month 2.19%, YTD 12.77%, 1-year 15.12%, 3-year 16.16%, 5-year 3.81%, 10-year 9.13%.

TVAFX returns outperform the peer average of 8.01% 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.