NYVCX Mutual Fund

NYVCX Mutual Fund

NAV$22.06
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Returns Overview

1 Month
-4.48%
3 Months
-2.27%
6 Months
+7.89%
YTD
+6.36%
1 Year
+16.12%
3 Years (annualized)
+21.52%
5 Years (annualized)
+11.14%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYVCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+7.91%
vs Peers
-1.55%

NYVCX Mutual Fund Performance

NYVCX performance across multiple time periods: 1-month -4.48%, YTD 6.36%, 1-year 16.12%, 3-year 21.52%, 5-year 11.14%, 10-year 11.91%.

NYVCX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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