VNIYX Mutual Fund

NAV$9.62

Returns Overview

1 Month
-5.31%
3 Months
-3.99%
6 Months
-4.66%
YTD
-2.04%
1 Year
-1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VNIYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI AC World Index ex USA Index
This Mutual Fund (YTD)
-2.04%
Peer Avg (YTD)
+9.51%
vs Peers
-11.54%

VNIYX Mutual Fund Performance

VNIYX performance across multiple time periods: 1-month -5.31%, YTD -2.04%, 1-year -1.05%.

VNIYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

VNIYX performance comparison shows side-by-side returns with another fund. VNIYX alternatives are available in the Mutual Fund Screener.