TVSVX Mutual Fund

TVSVX Mutual Fund

NAV$23.85
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Returns Overview

1 Month
+4.43%
3 Months
+0.21%
6 Months
+6.82%
YTD
+21.82%
1 Year
+28.73%
3 Years (annualized)
+18.62%
5 Years (annualized)
+11.89%
10 Years (annualized)
+10.58%

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
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📉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 USA All Cap Index
This Mutual Fund (YTD)
+21.82%
Peer Avg (YTD)
+12.21%
vs Peers
+9.61%

TVSVX Mutual Fund Performance

TVSVX performance across multiple time periods: 1-month 4.43%, YTD 21.82%, 1-year 28.73%, 3-year 18.62%, 5-year 11.89%, 10-year 10.58%.

TVSVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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