YOVAX Mutual Fund

YOVAX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
+5.96%
3 Months
+24.46%
6 Months
+15.98%
YTD
+14.63%
1 Year
+17.92%
3 Years (annualized)
+11.86%
5 Years (annualized)
+6.46%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YOVAX 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
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📉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 Total Return Index
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+18.52%
vs Peers
-3.89%

YOVAX Mutual Fund Performance

YOVAX performance across multiple time periods: 1-month 5.96%, YTD 14.63%, 1-year 17.92%, 3-year 11.86%, 5-year 6.46%, 10-year 13.02%.

YOVAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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