TDVFX Mutual Fund

NAV$16.62

Returns Overview

1 Month
-11.31%
3 Months
-0.48%
6 Months
+4.53%
YTD
+2.21%
1 Year
+18.48%
3 Years (annualized)
-0.03%
5 Years (annualized)
+3.08%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TDVFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+5.65%
vs Peers
-3.43%

TDVFX Mutual Fund Performance

TDVFX performance across multiple time periods: 1-month -11.31%, YTD 2.21%, 1-year 18.48%, 3-year -0.03%, 5-year 3.08%, 10-year 8.41%.

TDVFX returns trail the peer average of 5.65% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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