TVLAX Mutual Fund

NAV$12.83

Returns Overview

1 Month
+1.22%
3 Months
+10.31%
6 Months
+9.43%
YTD
+8.12%
1 Year
+31.15%
3 Years (annualized)
+19.48%
5 Years (annualized)
+12.40%
10 Years (annualized)
+12.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVLAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+9.49%
vs Peers
-1.37%

TVLAX Mutual Fund Performance

TVLAX performance across multiple time periods: 1-month 1.22%, YTD 8.12%, 1-year 31.15%, 3-year 19.48%, 5-year 12.40%, 10-year 12.46%.

TVLAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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