NYVTX Mutual Fund

NYVTX Mutual Fund

NAV$30.98
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Returns Overview

1 Month
+0.25%
3 Months
+10.62%
6 Months
+10.54%
YTD
+9.26%
1 Year
+25.78%
3 Years (annualized)
+22.30%
5 Years (annualized)
+10.67%
10 Years (annualized)
+13.20%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+8.61%
vs Peers
+0.65%

NYVTX Mutual Fund Performance

NYVTX performance across multiple time periods: 1-month 0.25%, YTD 9.26%, 1-year 25.78%, 3-year 22.30%, 5-year 10.67%, 10-year 13.20%.

NYVTX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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