NYVRX Mutual Fund

NYVRX Mutual Fund

NAV$30.23
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Returns Overview

1 Month
-4.41%
3 Months
-2.09%
6 Months
+8.23%
YTD
+6.83%
1 Year
+16.79%
3 Years (annualized)
+22.18%
5 Years (annualized)
+11.77%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYVRX 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)
+6.83%
Peer Avg (YTD)
+7.91%
vs Peers
-1.09%

NYVRX Mutual Fund Performance

NYVRX performance across multiple time periods: 1-month -4.41%, YTD 6.83%, 1-year 16.79%, 3-year 22.18%, 5-year 11.77%, 10-year 12.50%.

NYVRX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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