TVIRX Mutual Fund

NAV$94.63
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Returns Overview

1 Month
+1.31%
3 Months
+1.29%
6 Months
+10.37%
YTD
+8.91%
1 Year
+16.20%
3 Years (annualized)
+15.49%
5 Years (annualized)
+4.28%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVIRX 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

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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
Russell 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+7.55%
vs Peers
+1.36%

TVIRX Mutual Fund Performance

TVIRX performance across multiple time periods: 1-month 1.31%, YTD 8.91%, 1-year 16.20%, 3-year 15.49%, 5-year 4.28%, 10-year 8.87%.

TVIRX returns outperform the peer average of 7.55% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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