TVOCX Mutual Fund

TVOCX Mutual Fund

NAV$44.17
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Returns Overview

1 Month
+3.06%
3 Months
-3.37%
6 Months
-0.09%
YTD
+14.55%
1 Year
+19.98%
3 Years (annualized)
+16.81%
5 Years (annualized)
+6.96%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOCX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+14.55%
Peer Avg (YTD)
+14.00%
vs Peers
+0.55%

TVOCX Mutual Fund Performance

TVOCX performance across multiple time periods: 1-month 3.06%, YTD 14.55%, 1-year 19.98%, 3-year 16.81%, 5-year 6.96%, 10-year 8.54%.

TVOCX returns outperform the peer average of 14.00% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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