TVRRX Mutual Fund

TVRRX Mutual Fund

NAV$97.35
See how much of TVRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.18%
3 Months
+0.71%
6 Months
+5.08%
YTD
+13.06%
1 Year
+15.51%
3 Years (annualized)
+16.62%
5 Years (annualized)
+4.23%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+8.01%
vs Peers
+5.05%

TVRRX Mutual Fund Performance

TVRRX performance across multiple time periods: 1-month 2.18%, YTD 13.06%, 1-year 15.51%, 3-year 16.62%, 5-year 4.23%, 10-year 9.23%.

TVRRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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