VARAX Mutual Fund

VARAX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
+0.19%
3 Months
+1.05%
6 Months
+2.02%
YTD
+2.91%
1 Year
+4.30%
3 Years (annualized)
+5.03%
5 Years (annualized)
+3.86%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VARAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+2.36%
vs Peers
+0.54%

VARAX Mutual Fund Performance

VARAX performance across multiple time periods: 1-month 0.19%, YTD 2.91%, 1-year 4.30%, 3-year 5.03%, 5-year 3.86%, 10-year 3.77%.

VARAX returns outperform the peer average of 2.36% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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