TSVPX Mutual Fund

NAV$27.72

Returns Overview

1 Month
+0.33%
3 Months
+13.34%
6 Months
+8.89%
YTD
+8.46%
1 Year
+51.31%
3 Years (annualized)
+24.81%
5 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+9.51%
vs Peers
-1.05%

TSVPX Mutual Fund Performance

TSVPX performance across multiple time periods: 1-month 0.33%, YTD 8.46%, 1-year 51.31%, 3-year 24.81%, 5-year 13.43%.

TSVPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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