TVOAX Mutual Fund

TVOAX Mutual Fund

NAV$49.41
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Returns Overview

1 Month
-1.04%
3 Months
+3.57%
6 Months
+12.52%
YTD
+19.00%
1 Year
+33.33%
3 Years (annualized)
+13.87%
5 Years (annualized)
+9.43%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.00%
Peer Avg (YTD)
+15.31%
vs Peers
+3.69%

TVOAX Mutual Fund Performance

TVOAX performance across multiple time periods: 1-month -1.04%, YTD 19.00%, 1-year 33.33%, 3-year 13.87%, 5-year 9.43%, 10-year 9.45%.

TVOAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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