TVOYX Mutual Fund

TVOYX Mutual Fund

NAV$48.03
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Returns Overview

1 Month
-1.12%
3 Months
+4.04%
6 Months
+6.27%
YTD
+17.84%
1 Year
+22.60%
3 Years (annualized)
+14.82%
5 Years (annualized)
+9.08%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TVOYX 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)
+17.84%
Peer Avg (YTD)
+15.20%
vs Peers
+2.64%

TVOYX Mutual Fund Performance

TVOYX performance across multiple time periods: 1-month -1.12%, YTD 17.84%, 1-year 22.60%, 3-year 14.82%, 5-year 9.08%, 10-year 9.54%.

TVOYX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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