TVITX Mutual Fund

TVITX Mutual Fund

NAV$26.09
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Returns Overview

1 Month
+2.49%
3 Months
+1.66%
6 Months
+8.58%
YTD
+12.57%
1 Year
+20.47%
3 Years (annualized)
+18.79%
5 Years (annualized)
+9.76%
10 Years (annualized)
+12.06%

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
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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
Lifecycle Index 2060 Fund Composite Index
This Mutual Fund (YTD)
+12.57%
Peer Avg (YTD)
+8.76%
vs Peers
+3.81%

TVITX Mutual Fund Performance

TVITX performance across multiple time periods: 1-month 2.49%, YTD 12.57%, 1-year 20.47%, 3-year 18.79%, 5-year 9.76%, 10-year 12.06%.

TVITX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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