TVIHX Mutual Fund

NAV$26.62

Returns Overview

1 Month
+0.04%
3 Months
+13.66%
6 Months
+11.62%
YTD
+10.86%
1 Year
+23.06%
3 Years (annualized)
+18.55%
5 Years (annualized)
+10.24%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVIHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lifecycle Index 2060 Fund Composite Index
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+7.64%
vs Peers
+3.22%

TVIHX Mutual Fund Performance

TVIHX performance across multiple time periods: 1-month 0.04%, YTD 10.86%, 1-year 23.06%, 3-year 18.55%, 5-year 10.24%, 10-year 12.55%.

TVIHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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