TVIFX Mutual Fund

TVIFX Mutual Fund

NAV$98.97
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Returns Overview

1 Month
+1.33%
3 Months
+1.33%
6 Months
+10.50%
YTD
+9.02%
1 Year
+16.50%
3 Years (annualized)
+15.79%
5 Years (annualized)
+4.55%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVIFX 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)
+9.02%
Peer Avg (YTD)
+7.55%
vs Peers
+1.47%

TVIFX Mutual Fund Performance

TVIFX performance across multiple time periods: 1-month 1.33%, YTD 9.02%, 1-year 16.50%, 3-year 15.79%, 5-year 4.55%, 10-year 9.15%.

TVIFX returns outperform the peer average of 7.55% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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