TVCFX Mutual Fund

TVCFX Mutual Fund

NAV$73.34
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Returns Overview

1 Month
+3.62%
3 Months
+6.53%
6 Months
+7.69%
YTD
+17.14%
1 Year
+14.97%
3 Years (annualized)
+12.77%
5 Years (annualized)
+3.81%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVCFX 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)
+17.14%
Peer Avg (YTD)
+9.89%
vs Peers
+7.25%

TVCFX Mutual Fund Performance

TVCFX performance across multiple time periods: 1-month 3.62%, YTD 17.14%, 1-year 14.97%, 3-year 12.77%, 5-year 3.81%, 10-year 8.19%.

TVCFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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