YOVIX Mutual Fund

YOVIX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
-4.49%
3 Months
-13.66%
6 Months
+7.52%
YTD
-0.85%
1 Year
-5.42%
3 Years (annualized)
+8.34%
5 Years (annualized)
+1.39%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YOVIX 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)
-0.85%
Peer Avg (YTD)
+10.34%
vs Peers
-11.19%

YOVIX Mutual Fund Performance

YOVIX performance across multiple time periods: 1-month -4.49%, YTD -0.85%, 1-year -5.42%, 3-year 8.34%, 5-year 1.39%, 10-year 8.62%.

YOVIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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