YOVAX Mutual Fund

YOVAX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
-4.54%
3 Months
-13.68%
6 Months
+7.44%
YTD
-1.05%
1 Year
-5.65%
3 Years (annualized)
+8.08%
5 Years (annualized)
+1.14%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YOVAX 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
MSCI ACWI Total Return Index
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+10.34%
vs Peers
-11.39%

YOVAX Mutual Fund Performance

YOVAX performance across multiple time periods: 1-month -4.54%, YTD -1.05%, 1-year -5.65%, 3-year 8.08%, 5-year 1.14%, 10-year 8.37%.

YOVAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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