TVLCX Mutual Fund

TVLCX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
+0.40%
3 Months
+1.69%
6 Months
+4.43%
YTD
+9.59%
1 Year
+13.00%
3 Years (annualized)
+14.09%
5 Years (annualized)
+9.31%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVLCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+12.44%
vs Peers
-2.85%

TVLCX Mutual Fund Performance

TVLCX performance across multiple time periods: 1-month 0.40%, YTD 9.59%, 1-year 13.00%, 3-year 14.09%, 5-year 9.31%, 10-year 10.13%.

TVLCX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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