NYVTX Mutual Fund

NYVTX Mutual Fund

NAV$30.93
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Returns Overview

1 Month
+2.62%
3 Months
-2.42%
6 Months
+2.29%
YTD
+9.84%
1 Year
+18.78%
3 Years (annualized)
+24.42%
5 Years (annualized)
+11.57%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYVTX 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
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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)
+9.84%
Peer Avg (YTD)
+9.56%
vs Peers
+0.27%

NYVTX Mutual Fund Performance

NYVTX performance across multiple time periods: 1-month 2.62%, YTD 9.84%, 1-year 18.78%, 3-year 24.42%, 5-year 11.57%, 10-year 12.76%.

NYVTX returns outperform the peer average of 9.56% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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