VOLMX Mutual Fund

VOLMX Mutual Fund

NAV$25.71
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Returns Overview

1 Month
-1.43%
3 Months
-2.26%
6 Months
+3.23%
YTD
+7.09%
1 Year
+8.23%
3 Years (annualized)
+11.05%
5 Years (annualized)
+4.01%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VOLMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+10.80%
vs Peers
-3.71%

VOLMX Mutual Fund Performance

VOLMX performance across multiple time periods: 1-month -1.43%, YTD 7.09%, 1-year 8.23%, 3-year 11.05%, 5-year 4.01%, 10-year 7.55%.

VOLMX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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