TVFVX Mutual Fund

NAV$88.75

Returns Overview

1 Month
-5.11%
3 Months
+1.20%
6 Months
+8.50%
YTD
+7.45%
1 Year
+30.29%
3 Years (annualized)
+14.25%
5 Years (annualized)
+13.91%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVFVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+9.16%
vs Peers
-1.72%

TVFVX Mutual Fund Performance

TVFVX performance across multiple time periods: 1-month -5.11%, YTD 7.45%, 1-year 30.29%, 3-year 14.25%, 5-year 13.91%, 10-year 11.34%.

TVFVX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

TVFVX performance comparison shows side-by-side returns with another fund. TVFVX alternatives are available in the Mutual Fund Screener.