TVIPX Mutual Fund

NAV$26.55
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Returns Overview

3 Months
+13.60%
6 Months
+11.51%
YTD
+10.79%
1 Year
+22.89%
3 Years (annualized)
+18.41%
5 Years (annualized)
+10.13%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVIPX 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
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📉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

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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)
+10.79%
Peer Avg (YTD)
+7.64%
vs Peers
+3.15%

TVIPX Mutual Fund Performance

TVIPX performance across multiple time periods: YTD 10.79%, 1-year 22.89%, 3-year 18.41%, 5-year 10.13%, 10-year 12.47%.

TVIPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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