TVLRX Mutual Fund

NAV$13.02

Returns Overview

1 Month
+1.25%
3 Months
+10.41%
6 Months
+9.57%
YTD
+8.35%
1 Year
+31.61%
3 Years (annualized)
+20.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVLRX 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)
+8.35%
Peer Avg (YTD)
+9.49%
vs Peers
-1.14%

TVLRX Mutual Fund Performance

TVLRX performance across multiple time periods: 1-month 1.25%, YTD 8.35%, 1-year 31.61%, 3-year 20.03%.

TVLRX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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