TSVIX Mutual Fund

TSVIX Mutual Fund

NAV$32.22
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Returns Overview

1 Month
+5.55%
3 Months
-0.47%
6 Months
+4.92%
YTD
+15.14%
1 Year
+19.96%
3 Years (annualized)
+16.14%
5 Years (annualized)
+7.74%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVIX 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

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.14%
Peer Avg (YTD)
+10.76%
vs Peers
+4.38%

TSVIX Mutual Fund Performance

TSVIX performance across multiple time periods: 1-month 5.55%, YTD 15.14%, 1-year 19.96%, 3-year 16.14%, 5-year 7.74%, 10-year 10.69%.

TSVIX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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