VARAX Mutual Fund

VARAX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
+0.48%
3 Months
+1.05%
6 Months
+1.93%
YTD
+2.33%
1 Year
+4.49%
3 Years (annualized)
+5.11%
5 Years (annualized)
+3.85%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VARAX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+1.55%
vs Peers
+0.77%

VARAX Mutual Fund Performance

VARAX performance across multiple time periods: 1-month 0.48%, YTD 2.33%, 1-year 4.49%, 3-year 5.11%, 5-year 3.85%, 10-year 3.64%.

VARAX returns outperform the peer average of 1.55% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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