TVRIX Mutual Fund

NAV$20.36

Returns Overview

1 Month
+0.15%
3 Months
+16.98%
6 Months
+11.28%
YTD
+11.16%
1 Year
+21.51%
3 Years (annualized)
+19.59%
5 Years (annualized)
+12.59%
10 Years (annualized)
+16.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRIX 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)
+11.16%
Peer Avg (YTD)
+8.97%
vs Peers
+2.19%

TVRIX Mutual Fund Performance

TVRIX performance across multiple time periods: 1-month 0.15%, YTD 11.16%, 1-year 21.51%, 3-year 19.59%, 5-year 12.59%, 10-year 16.02%.

TVRIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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