VYSYX Mutual Fund

NAV$11.28

Returns Overview

1 Month
-0.35%
3 Months
+7.33%
6 Months
+10.91%
YTD
+15.34%
1 Year
+30.74%
3 Years (annualized)
+15.60%
5 Years (annualized)
+6.80%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.34%
Peer Avg (YTD)
+18.52%
vs Peers
-3.19%

VYSYX Mutual Fund Performance

VYSYX performance across multiple time periods: 1-month -0.35%, YTD 15.34%, 1-year 30.74%, 3-year 15.60%, 5-year 6.80%, 10-year 7.76%.

VYSYX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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