TRVSX Mutual Fund

TRVSX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
-0.89%
3 Months
-0.57%
6 Months
+3.02%
YTD
+9.73%
1 Year
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVSX 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
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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

This Mutual Fund (YTD)
+9.73%
Peer Avg (YTD)
+14.77%
vs Peers
-5.04%

TRVSX Mutual Fund Performance

TRVSX performance across multiple time periods: 1-month -0.89%, YTD 9.73%, 1-year 12.32%.

TRVSX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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