TVRVX Mutual Fund

NAV$24.16
See inside every fund you own
$99/yr Pro · 7-day refund
X-ray my whole portfolio

Returns Overview

1 Month
+1.52%
3 Months
+5.93%
6 Months
-4.76%
YTD
-4.80%
1 Year
-0.19%
3 Years (annualized)
+9.76%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.23%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-4.80%
Peer Avg (YTD)
+11.24%
vs Peers
-16.04%

TVRVX Mutual Fund Performance

TVRVX performance across multiple time periods: 1-month 1.52%, YTD -4.80%, 1-year -0.19%, 3-year 9.76%, 5-year 2.79%, 10-year 4.23%.

TVRVX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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