VXZiPath Series B S&P 500 VIX Mid-Term Futures ETN

Take a bet8y track recordRanked #380 of 775 in this goal

Seeks to provide investors with exposure to the S&P 500 VIX Mid-Term Futures Index.

By iPath · Launched 2018

Annual Cost

0.89%

#4,486 of 5,562 · expensive

Fund Size

$36M

#3,874 of 5,562 · small

Return (1Y)Goal

-10.2%

Track Record

8 years

#1,696 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$8,835-11.6%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Volatility strategy

Index tracked

S&P 500 VIX Mid-Term Futures Index Total Return

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.8%Moderate

Year-on-year price swings

Max drawdown

-69.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.38Below average

Sortino (3Y)

-0.59Moderate downside risk

Objective: Seeks to provide investors with exposure to the S&P 500 VIX Mid-Term Futures Index.
Strategy: Invests in futures contracts on the VIX Index to provide exposure to implied volatility of the S&P 500. The index targets a constant weighted average maturity of five months for the futures contracts.
Inception date: January 17, 2018
Fund family: iPath