VARCX Mutual Fund

VARCX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
+0.19%
3 Months
+0.85%
6 Months
+1.71%
YTD
+2.30%
1 Year
+3.57%
3 Years (annualized)
+4.37%
5 Years (annualized)
+3.12%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VARCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+2.36%
vs Peers
-0.07%

VARCX Mutual Fund Performance

VARCX performance across multiple time periods: 1-month 0.19%, YTD 2.30%, 1-year 3.57%, 3-year 4.37%, 5-year 3.12%, 10-year 2.92%.

VARCX returns trail the peer average of 2.36% YTD. With an expense ratio of 2.80%, investors should weigh costs against performance when evaluating this mutual fund.

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