TVRCX Mutual Fund

NAV$16.70

Returns Overview

1 Month
+0.06%
3 Months
+16.70%
6 Months
+10.79%
YTD
+10.65%
1 Year
+20.33%
3 Years (annualized)
+18.42%
5 Years (annualized)
+11.79%
10 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+8.97%
vs Peers
+1.67%

TVRCX Mutual Fund Performance

TVRCX performance across multiple time periods: 1-month 0.06%, YTD 10.65%, 1-year 20.33%, 3-year 18.42%, 5-year 11.79%, 10-year 15.24%.

TVRCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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