TVOCX Mutual Fund

NAV$47.39

Returns Overview

1 Month
+6.23%
3 Months
+13.68%
6 Months
+19.87%
YTD
+18.74%
1 Year
+34.21%
3 Years (annualized)
+15.29%
5 Years (annualized)
+8.56%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.74%
Peer Avg (YTD)
+18.52%
vs Peers
+0.22%

TVOCX Mutual Fund Performance

TVOCX performance across multiple time periods: 1-month 6.23%, YTD 18.74%, 1-year 34.21%, 3-year 15.29%, 5-year 8.56%, 10-year 9.18%.

TVOCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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