NYVCX Mutual Fund

NAV$22.69

Returns Overview

1 Month
+0.18%
3 Months
+10.40%
6 Months
+10.09%
YTD
+8.83%
1 Year
+24.73%
3 Years (annualized)
+21.31%
5 Years (annualized)
+9.77%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYVCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+8.61%
vs Peers
+0.23%

NYVCX Mutual Fund Performance

NYVCX performance across multiple time periods: 1-month 0.18%, YTD 8.83%, 1-year 24.73%, 3-year 21.31%, 5-year 9.77%, 10-year 12.34%.

NYVCX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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