VRNIX Mutual Fund

NAV$678.52

Returns Overview

1 Month
-0.77%
3 Months
+14.83%
6 Months
+10.01%
YTD
+9.70%
1 Year
+21.64%
3 Years (annualized)
+20.29%
5 Years (annualized)
+12.54%
10 Years (annualized)
+15.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRNIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+9.51%
vs Peers
+0.19%

VRNIX Mutual Fund Performance

VRNIX performance across multiple time periods: 1-month -0.77%, YTD 9.70%, 1-year 21.64%, 3-year 20.29%, 5-year 12.54%, 10-year 15.20%.

VRNIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

VRNIX performance comparison shows side-by-side returns with another fund. VRNIX alternatives are available in the Mutual Fund Screener.