NYVCX Mutual Fund

NYVCX Mutual Fund

NAV$22.60
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Returns Overview

1 Month
+2.56%
3 Months
-2.65%
6 Months
+1.82%
YTD
+9.08%
1 Year
+17.79%
3 Years (annualized)
+23.38%
5 Years (annualized)
+10.64%
10 Years (annualized)
+11.84%

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
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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)
+9.08%
Peer Avg (YTD)
+9.56%
vs Peers
-0.48%

NYVCX Mutual Fund Performance

NYVCX performance across multiple time periods: 1-month 2.56%, YTD 9.08%, 1-year 17.79%, 3-year 23.38%, 5-year 10.64%, 10-year 11.84%.

NYVCX returns trail the peer average of 9.56% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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