VOLMX Mutual Fund

VOLMX Mutual Fund

NAV$26.40
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Returns Overview

3 Months
+3.24%
6 Months
+8.20%
YTD
+9.56%
1 Year
+9.81%
3 Years (annualized)
+9.30%
5 Years (annualized)
+4.75%
10 Years (annualized)
+5.85%

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
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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)
+9.56%
Peer Avg (YTD)
+11.21%
vs Peers
-1.65%

VOLMX Mutual Fund Performance

VOLMX performance across multiple time periods: YTD 9.56%, 1-year 9.81%, 3-year 9.30%, 5-year 4.75%, 10-year 5.85%.

VOLMX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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