TVITX Mutual Fund

NAV$26.47

Returns Overview

3 Months
+13.60%
6 Months
+11.49%
YTD
+10.73%
1 Year
+22.78%
3 Years (annualized)
+18.31%
5 Years (annualized)
+10.04%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVITX 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)
+10.73%
Peer Avg (YTD)
+7.64%
vs Peers
+3.09%

TVITX Mutual Fund Performance

TVITX performance across multiple time periods: YTD 10.73%, 1-year 22.78%, 3-year 18.31%, 5-year 10.04%, 10-year 12.35%.

TVITX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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