VINRX Mutual Fund

VINRX Mutual Fund

NAV$6.41
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Returns Overview

1 Month
+0.45%
3 Months
-0.48%
6 Months
+1.28%
YTD
+1.31%
1 Year
+5.60%
3 Years (annualized)
+3.35%
5 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VINRX 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 New York Municipal Index(^BBGNYMI)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+0.83%
vs Peers
+0.47%

VINRX Mutual Fund Performance

VINRX performance across multiple time periods: 1-month 0.45%, YTD 1.31%, 1-year 5.60%, 3-year 3.35%, 5-year 1.07%.

VINRX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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