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

Take a bet8y track recordRanked #377 of 995 in this goal

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

By iPath · Launched 2018

Annual Cost

0.89%

#4,833 of 6,040 · expensive

Fund Size

$40M

#3,976 of 6,040 · mid-size

Return (1Y)

-18.5%

Track Record

8 years

#1,679 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$8,247-17.5%

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)

17.9%Moderate

Year-on-year price swings

Max drawdown

-70.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.36Below average

Sortino (3Y)

-0.56Moderate downside risk

Objective: Seeks to provide exposure to the S&P 500 VIX Mid-Term Futures Index.
Strategy: Offers exposure to futures contracts on the VIX Index, targeting a constant weighted average maturity of five months. Designed for sophisticated investors to manage daily trading risks.
Inception date: January 17, 2018
Fund family: iPath