TVLRX Mutual Fund

TVLRX Mutual Fund

NAV$12.47
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Returns Overview

1 Month
+0.47%
3 Months
+1.97%
6 Months
+5.01%
YTD
+10.35%
1 Year
+14.20%
3 Years (annualized)
+15.41%
5 Years (annualized)
+10.86%
10 Years (annualized)
+11.41%

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
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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)
+10.35%
Peer Avg (YTD)
+12.44%
vs Peers
-2.09%

TVLRX Mutual Fund Performance

TVLRX performance across multiple time periods: 1-month 0.47%, YTD 10.35%, 1-year 14.20%, 3-year 15.41%, 5-year 10.86%, 10-year 11.41%.

TVLRX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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