NYVBX Mutual Fund

NYVBX Mutual Fund

NAV$16.86
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Returns Overview

1 Month
-6.91%
3 Months
-6.91%
6 Months
-0.94%
YTD
+3.22%
1 Year
-2.61%
3 Years (annualized)
+16.25%
5 Years (annualized)
+15.52%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYVBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+16.67%
vs Peers
-13.45%

NYVBX Mutual Fund Performance

NYVBX performance across multiple time periods: 1-month -6.91%, YTD 3.22%, 1-year -2.61%, 3-year 16.25%, 5-year 15.52%, 10-year 15.58%.

NYVBX returns trail the peer average of 16.67% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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