VIOAX Mutual Fund

VIOAX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+2.91%
3 Months
+4.21%
6 Months
+3.20%
YTD
+5.59%
1 Year
+10.16%
3 Years (annualized)
+6.97%

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)
+5.59%
Peer Avg (YTD)
+11.41%
vs Peers
-5.83%

VIOAX Mutual Fund Performance

VIOAX performance across multiple time periods: 1-month 2.91%, YTD 5.59%, 1-year 10.16%, 3-year 6.97%.

VIOAX returns trail the peer average of 11.41% 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.