VANTX Mutual Fund

NAV$6.37

Returns Overview

1 Month
+0.30%
3 Months
-0.47%
6 Months
+1.25%
YTD
+1.14%
1 Year
+5.49%
3 Years (annualized)
+3.13%
5 Years (annualized)
+0.81%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VANTX 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
Bloomberg New York Municipal Index(^BBGNYMI)
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+0.83%
vs Peers
+0.30%

VANTX Mutual Fund Performance

VANTX performance across multiple time periods: 1-month 0.30%, YTD 1.14%, 1-year 5.49%, 3-year 3.13%, 5-year 0.81%, 10-year 1.45%.

VANTX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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