TVRAX Mutual Fund

TVRAX Mutual Fund

NAV$19.43
See how much of TVRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.74%
3 Months
+0.63%
6 Months
+12.09%
YTD
+11.50%
1 Year
+18.17%
3 Years (annualized)
+18.96%
5 Years (annualized)
+8.64%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+8.51%
vs Peers
+2.99%

TVRAX Mutual Fund Performance

TVRAX performance across multiple time periods: 1-month 2.74%, YTD 11.50%, 1-year 18.17%, 3-year 18.96%, 5-year 8.64%, 10-year 11.21%.

TVRAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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