TVRVX Mutual Fund

TVRVX Mutual Fund

NAV$22.69
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Returns Overview

1 Month
+3.51%
3 Months
-6.11%
6 Months
-4.94%
YTD
-10.00%
1 Year
-10.33%
3 Years (annualized)
+13.50%
5 Years (annualized)
+1.27%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVRVX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-10.00%
Peer Avg (YTD)
+7.23%
vs Peers
-17.23%

TVRVX Mutual Fund Performance

TVRVX performance across multiple time periods: 1-month 3.51%, YTD -10.00%, 1-year -10.33%, 3-year 13.50%, 5-year 1.27%, 10-year 3.87%.

TVRVX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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