VRISX Mutual Fund

VRISX Mutual Fund

NAV$21.60
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Returns Overview

1 Month
+1.82%
3 Months
+3.51%
6 Months
-0.56%
YTD
+2.96%
1 Year
-0.74%
3 Years (annualized)
+8.42%
5 Years (annualized)
-1.00%
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)
+2.96%
Peer Avg (YTD)
+8.67%
vs Peers
-5.71%

VRISX Mutual Fund Performance

VRISX performance across multiple time periods: 1-month 1.82%, YTD 2.96%, 1-year -0.74%, 3-year 8.42%, 5-year -1.00%, 10-year 7.92%.

VRISX returns trail the peer average of 8.67% 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.