VIOAX Mutual Fund

VIOAX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
+1.02%
3 Months
+4.32%
6 Months
+3.25%
YTD
+6.67%
1 Year
+8.02%
3 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIOAX 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
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+12.44%
vs Peers
-5.77%

VIOAX Mutual Fund Performance

VIOAX performance across multiple time periods: 1-month 1.02%, YTD 6.67%, 1-year 8.02%, 3-year 11.17%.

VIOAX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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