TVRVX Mutual Fund

TVRVX Mutual Fund

NAV$23.53
See how much of TVRVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.68%
3 Months
+1.25%
6 Months
-5.11%
YTD
-4.15%
1 Year
+1.02%
3 Years (annualized)
+9.89%
5 Years (annualized)
+3.37%
10 Years (annualized)
+3.72%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-4.15%
Peer Avg (YTD)
+12.53%
vs Peers
-16.68%

TVRVX Mutual Fund Performance

TVRVX performance across multiple time periods: 1-month 0.68%, YTD -4.15%, 1-year 1.02%, 3-year 9.89%, 5-year 3.37%, 10-year 3.72%.

TVRVX returns trail the peer average of 12.53% 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.