VRISX Mutual Fund

VRISX Mutual Fund

NAV$21.17
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Returns Overview

1 Month
+2.26%
3 Months
+4.68%
6 Months
+2.60%
YTD
+5.29%
1 Year
+2.66%
3 Years (annualized)
+10.72%
5 Years (annualized)
-1.11%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRISX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+9.98%
vs Peers
-4.68%

VRISX Mutual Fund Performance

VRISX performance across multiple time periods: 1-month 2.26%, YTD 5.29%, 1-year 2.66%, 3-year 10.72%, 5-year -1.11%, 10-year 7.92%.

VRISX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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