YOVLX Mutual Fund

YOVLX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-8.18%
3 Months
+1.46%
6 Months
+3.72%
YTD
+6.09%
1 Year
+6.09%
3 Years (annualized)
+6.74%
5 Years (annualized)
+1.43%
10 Years (annualized)
+7.85%

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
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 Total Return Index
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+15.31%
vs Peers
-9.22%

YOVLX Mutual Fund Performance

YOVLX performance across multiple time periods: 1-month -8.18%, YTD 6.09%, 1-year 6.09%, 3-year 6.74%, 5-year 1.43%, 10-year 7.85%.

YOVLX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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