TVRFX Mutual Fund

TVRFX Mutual Fund

NAV$92.85
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Returns Overview

1 Month
+1.29%
3 Months
+1.22%
6 Months
+10.26%
YTD
+8.82%
1 Year
+16.03%
3 Years (annualized)
+15.36%
5 Years (annualized)
+4.16%
10 Years (annualized)
+8.76%

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)
+8.82%
Peer Avg (YTD)
+7.55%
vs Peers
+1.26%

TVRFX Mutual Fund Performance

TVRFX performance across multiple time periods: 1-month 1.29%, YTD 8.82%, 1-year 16.03%, 3-year 15.36%, 5-year 4.16%, 10-year 8.76%.

TVRFX returns outperform the peer average of 7.55% 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.