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Stone Ridge U.S. Hedged Equity Fund Class I (VRLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
11.65+0.08 (+0.72%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.91%
5-Year Average Return5.84%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Mar 23, 2023)17.20%
Worst 1 Yr Total Return (Mar 23, 2023)N/A
Best 3-Yr Total Return17.20%
Worst 3-Yr Total Return2.91%

Trailing Returns (%) Vs. Benchmarks

ReturnVRLIXCategory
YTD4.91%6.64%
1-Month1.41%1.03%
3-Month5.19%3.58%
1-Year-3.56%16.67%
3-Year12.88%6.96%
5-Year5.84%6.01%
10-Year0.00%4.42%
Last Bull Market23.77%12.48%
Last Bear Market-10.48%-10.95%

Annual Total Return (%) History

Year
VRLIXCategory
2022
-10.78%N/A
2021
17.02%N/A
2020
7.24%7.16%
2019
17.20%11.34%
2018
-9.08%-3.45%
2017
12.21%6.02%
2016
6.81%3.31%
2015
4.15%-1.77%
2014
6.41%2.60%
2013
N/A8.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-3.02%-10.48%-2.29%5.18%
20214.68%5.49%0.32%5.63%
2020-14.25%10.75%5.78%6.74%
20197.84%2.99%0.68%4.82%
2018-4.98%1.34%4.26%-9.44%
20173.82%1.93%2.71%3.23%
2016-0.10%1.27%2.13%3.38%
20151.65%1.04%-2.06%3.53%
20141.20%3.36%0.66%1.07%
20134.36%5.42%N/AN/A

Rank In Category (By Total Return)

YTD22
1-Month7
3-Month16
1-Year54
3-Year16
5-Year44

Load Adjusted Returns

1-Year-2.74%
3-Year7.72%
5-Year4.85%
10-YearN/A
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