VIIVX Mutual Fund

VIIVX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
+1.56%
3 Months
+0.85%
6 Months
+4.45%
YTD
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIIVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+6.28%
vs Peers
+0.67%

VIIVX Mutual Fund Performance

VIIVX performance across multiple time periods: 1-month 1.56%, YTD 6.96%.

VIIVX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

VIIVX vs another fund shows side-by-side returns. VIIVX alternatives are available in the Mutual Fund Screener.