VOLJX Mutual Fund

NAV$11.76

Returns Overview

1 Month
-0.09%
3 Months
+16.31%
6 Months
+6.69%
YTD
+6.49%
1 Year
+19.80%
3 Years (annualized)
+9.47%
5 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VOLJX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+12.13%
vs Peers
-5.64%

VOLJX Mutual Fund Performance

VOLJX performance across multiple time periods: 1-month -0.09%, YTD 6.49%, 1-year 19.80%, 3-year 9.47%, 5-year 6.70%.

VOLJX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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