TVOYX Mutual Fund

TVOYX Mutual Fund

NAV$51.15
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Returns Overview

1 Month
+6.31%
3 Months
+13.93%
6 Months
+20.41%
YTD
+19.25%
1 Year
+35.44%
3 Years (annualized)
+16.39%
5 Years (annualized)
+9.62%
10 Years (annualized)
+10.26%

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
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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)
+19.25%
Peer Avg (YTD)
+18.52%
vs Peers
+0.73%

TVOYX Mutual Fund Performance

TVOYX performance across multiple time periods: 1-month 6.31%, YTD 19.25%, 1-year 35.44%, 3-year 16.39%, 5-year 9.62%, 10-year 10.26%.

TVOYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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