VRISX Mutual Fund

VRISX Mutual Fund

NAV$21.38
See how much of VRISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.00%
3 Months
+1.01%
6 Months
+9.02%
YTD
+2.14%
1 Year
+0.31%
3 Years (annualized)
+10.72%
5 Years (annualized)
-1.11%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRISX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+7.86%
vs Peers
-5.73%

VRISX Mutual Fund Performance

VRISX performance across multiple time periods: 1-month -3.00%, YTD 2.14%, 1-year 0.31%, 3-year 10.72%, 5-year -1.11%, 10-year 7.92%.

VRISX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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