VDVIX Mutual Fund

NAV$18.11

Returns Overview

1 Month
-0.73%
3 Months
+11.64%
6 Months
+14.38%
YTD
+13.15%
1 Year
+27.91%
3 Years (annualized)
+18.95%
5 Years (annualized)
+9.88%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDVIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Global All Cap ex USA Index(^VXUSI)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+9.13%
vs Peers
+4.01%

VDVIX Mutual Fund Performance

VDVIX performance across multiple time periods: 1-month -0.73%, YTD 13.15%, 1-year 27.91%, 3-year 18.95%, 5-year 9.88%, 10-year 10.29%.

VDVIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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