VIIVX Mutual Fund

VIIVX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
-0.37%
3 Months
+2.08%
6 Months
+4.02%
YTD
+5.32%

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)
+5.32%
Peer Avg (YTD)
+5.54%
vs Peers
-0.22%

VIIVX Mutual Fund Performance

VIIVX performance across multiple time periods: 1-month -0.37%, YTD 5.32%.

VIIVX returns trail the peer average of 5.54% 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.