YOVLX Mutual Fund

YOVLX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+5.87%
3 Months
+24.22%
6 Months
+15.55%
YTD
+14.24%
1 Year
+17.03%
3 Years (annualized)
+11.03%
5 Years (annualized)
+5.78%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YOVLX 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)
+14.24%
Peer Avg (YTD)
+18.52%
vs Peers
-4.28%

YOVLX Mutual Fund Performance

YOVLX performance across multiple time periods: 1-month 5.87%, YTD 14.24%, 1-year 17.03%, 3-year 11.03%, 5-year 5.78%, 10-year 12.32%.

YOVLX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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