NYVRX Mutual Fund

NAV$31.07

Returns Overview

1 Month
+0.20%
3 Months
+10.54%
6 Months
+10.35%
YTD
+9.11%
1 Year
+25.38%
3 Years (annualized)
+21.97%
5 Years (annualized)
+10.38%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYVRX 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)
+9.11%
Peer Avg (YTD)
+8.61%
vs Peers
+0.50%

NYVRX Mutual Fund Performance

NYVRX performance across multiple time periods: 1-month 0.20%, YTD 9.11%, 1-year 25.38%, 3-year 21.97%, 5-year 10.38%, 10-year 12.91%.

NYVRX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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