TVRCX Mutual Fund

TVRCX Mutual Fund

NAV$16.71
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Returns Overview

1 Month
-2.29%
3 Months
+4.50%
6 Months
+7.62%
YTD
+8.12%
1 Year
+16.21%
3 Years (annualized)
+16.80%
5 Years (annualized)
+7.98%
10 Years (annualized)
+10.10%

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
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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)
+8.12%
Peer Avg (YTD)
+6.23%
vs Peers
+1.88%

TVRCX Mutual Fund Performance

TVRCX performance across multiple time periods: 1-month -2.29%, YTD 8.12%, 1-year 16.21%, 3-year 16.80%, 5-year 7.98%, 10-year 10.10%.

TVRCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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