TVOYX Mutual Fund

TVOYX Mutual Fund

NAV$49.02
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Returns Overview

1 Month
-1.03%
3 Months
+3.62%
6 Months
+12.65%
YTD
+19.18%
1 Year
+33.65%
3 Years (annualized)
+14.17%
5 Years (annualized)
+9.71%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOYX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.18%
Peer Avg (YTD)
+15.31%
vs Peers
+3.87%

TVOYX Mutual Fund Performance

TVOYX performance across multiple time periods: 1-month -1.03%, YTD 19.18%, 1-year 33.65%, 3-year 14.17%, 5-year 9.71%, 10-year 9.74%.

TVOYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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