TVSVX Mutual Fund

NAV$24.52

Returns Overview

1 Month
+5.89%
3 Months
+12.84%
6 Months
+21.62%
YTD
+20.76%
1 Year
+36.18%
3 Years (annualized)
+17.46%
5 Years (annualized)
+12.08%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVSVX 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
MSCI USA All Cap Index
This Mutual Fund (YTD)
+20.76%
Peer Avg (YTD)
+18.52%
vs Peers
+2.24%

TVSVX Mutual Fund Performance

TVSVX performance across multiple time periods: 1-month 5.89%, YTD 20.76%, 1-year 36.18%, 3-year 17.46%, 5-year 12.08%, 10-year 10.94%.

TVSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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