VOLSX Mutual Fund

VOLSX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
+2.60%
3 Months
+2.25%
6 Months
+10.05%
YTD
+9.13%
1 Year
+17.57%
3 Years (annualized)
+11.29%
5 Years (annualized)
+3.73%

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
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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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+6.77%
vs Peers
+2.37%

VOLSX Mutual Fund Performance

VOLSX performance across multiple time periods: 1-month 2.60%, YTD 9.13%, 1-year 17.57%, 3-year 11.29%, 5-year 3.73%.

VOLSX returns outperform the peer average of 6.77% 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.