TSVRX Mutual Fund

NAV$22.83

Returns Overview

1 Month
+1.24%
3 Months
+8.20%
6 Months
+16.07%
YTD
+22.41%
1 Year
+41.80%
3 Years (annualized)
+18.42%
5 Years (annualized)
+9.67%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSVRX 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

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)
+22.41%
Peer Avg (YTD)
+18.52%
vs Peers
+3.89%

TSVRX Mutual Fund Performance

TSVRX performance across multiple time periods: 1-month 1.24%, YTD 22.41%, 1-year 41.80%, 3-year 18.42%, 5-year 9.67%, 10-year 10.01%.

TSVRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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