YOVIX Mutual Fund

YOVIX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
+5.98%
3 Months
+24.52%
6 Months
+16.15%
YTD
+14.83%
1 Year
+18.26%
3 Years (annualized)
+12.17%
5 Years (annualized)
+4.31%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YOVIX 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)
+14.83%
Peer Avg (YTD)
+18.52%
vs Peers
-3.70%

YOVIX Mutual Fund Performance

YOVIX performance across multiple time periods: 1-month 5.98%, YTD 14.83%, 1-year 18.26%, 3-year 12.17%, 5-year 4.31%, 10-year 10.31%.

YOVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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