TVRFX Mutual Fund

TVRFX Mutual Fund

NAV$87.67
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Returns Overview

1 Month
+3.66%
3 Months
+6.66%
6 Months
+7.96%
YTD
+17.57%
1 Year
+15.77%
3 Years (annualized)
+13.82%
5 Years (annualized)
+4.81%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRFX 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 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+17.57%
Peer Avg (YTD)
+9.89%
vs Peers
+7.68%

TVRFX Mutual Fund Performance

TVRFX performance across multiple time periods: 1-month 3.66%, YTD 17.57%, 1-year 15.77%, 3-year 13.82%, 5-year 4.81%, 10-year 9.08%.

TVRFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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