TVRAX Mutual Fund

TVRAX Mutual Fund

NAV$19.06
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Returns Overview

1 Month
-2.21%
3 Months
+4.73%
6 Months
+8.02%
YTD
+8.52%
1 Year
+16.92%
3 Years (annualized)
+17.55%
5 Years (annualized)
+8.66%
10 Years (annualized)
+10.83%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+6.23%
vs Peers
+2.29%

TVRAX Mutual Fund Performance

TVRAX performance across multiple time periods: 1-month -2.21%, YTD 8.52%, 1-year 16.92%, 3-year 17.55%, 5-year 8.66%, 10-year 10.83%.

TVRAX returns outperform the peer average of 6.23% 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.