VILLX Mutual Fund

VILLX Mutual Fund

NAV$17.72
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Returns Overview

1 Month
-0.67%
3 Months
-1.98%
6 Months
+3.26%
YTD
+2.61%
1 Year
+4.23%
3 Years (annualized)
+4.80%
5 Years (annualized)
-0.63%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VILLX 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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+5.10%
vs Peers
-2.49%

VILLX Mutual Fund Performance

VILLX performance across multiple time periods: 1-month -0.67%, YTD 2.61%, 1-year 4.23%, 3-year 4.80%, 5-year -0.63%, 10-year 4.08%.

VILLX returns trail the peer average of 5.10% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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