TVFRX Mutual Fund

TVFRX Mutual Fund

NAV$19.00
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Returns Overview

1 Month
-0.77%
3 Months
+1.90%
6 Months
+6.76%
YTD
+10.69%
1 Year
+11.34%
3 Years (annualized)
+21.21%
5 Years (annualized)
+7.91%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVFRX 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)
+10.69%
Peer Avg (YTD)
+5.23%
vs Peers
+5.46%

TVFRX Mutual Fund Performance

TVFRX performance across multiple time periods: 1-month -0.77%, YTD 10.69%, 1-year 11.34%, 3-year 21.21%, 5-year 7.91%, 10-year 11.48%.

TVFRX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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