TVOIX Mutual Fund

TVOIX Mutual Fund

NAV$48.57
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Returns Overview

1 Month
-1.09%
3 Months
+4.08%
6 Months
+6.36%
YTD
+17.97%
1 Year
+22.82%
3 Years (annualized)
+15.00%
5 Years (annualized)
+9.25%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+17.97%
Peer Avg (YTD)
+15.20%
vs Peers
+2.77%

TVOIX Mutual Fund Performance

TVOIX performance across multiple time periods: 1-month -1.09%, YTD 17.97%, 1-year 22.82%, 3-year 15.00%, 5-year 9.25%, 10-year 8.92%.

TVOIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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