NYVRX Mutual Fund

NYVRX Mutual Fund

NAV$30.31
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Returns Overview

1 Month
+3.02%
3 Months
+4.73%
6 Months
+9.89%
YTD
+13.68%
1 Year
+30.15%
3 Years (annualized)
+20.39%
5 Years (annualized)
+11.94%
10 Years (annualized)
+12.83%

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
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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)
+13.68%
Peer Avg (YTD)
+10.67%
vs Peers
+3.01%

NYVRX Mutual Fund Performance

NYVRX performance across multiple time periods: 1-month 3.02%, YTD 13.68%, 1-year 30.15%, 3-year 20.39%, 5-year 11.94%, 10-year 12.83%.

NYVRX returns outperform the peer average of 10.67% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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