VOLSX Mutual Fund

VOLSX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
-0.86%
3 Months
+0.35%
6 Months
+4.90%
YTD
+6.73%
1 Year
+8.05%
3 Years (annualized)
+13.41%
5 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VOLSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+1.16%
vs Peers
+5.58%

VOLSX Mutual Fund Performance

VOLSX performance across multiple time periods: 1-month -0.86%, YTD 6.73%, 1-year 8.05%, 3-year 13.41%, 5-year 2.80%.

VOLSX returns outperform the peer average of 1.16% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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