VNUYX Mutual Fund

VNUYX Mutual Fund

NAV$3.52
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Returns Overview

1 Month
-2.59%
3 Months
+1.19%
6 Months
-8.63%
YTD
-7.88%
1 Year
-6.10%
3 Years (annualized)
+5.30%
5 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VNUYX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.88%
Peer Avg (YTD)
+8.97%
vs Peers
-16.85%

VNUYX Mutual Fund Performance

VNUYX performance across multiple time periods: 1-month -2.59%, YTD -7.88%, 1-year -6.10%, 3-year 5.30%, 5-year 1.11%.

VNUYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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