VOLMX Mutual Fund

NAV$26.80

Returns Overview

1 Month
+3.99%
3 Months
+14.63%
6 Months
+10.82%
YTD
+10.36%
1 Year
+12.14%
3 Years (annualized)
+9.11%
5 Years (annualized)
+3.74%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VOLMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+9.51%
vs Peers
+0.85%

VOLMX Mutual Fund Performance

VOLMX performance across multiple time periods: 1-month 3.99%, YTD 10.36%, 1-year 12.14%, 3-year 9.11%, 5-year 3.74%, 10-year 6.97%.

VOLMX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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