VIOAX Mutual Fund

NAV$10.40

Returns Overview

1 Month
+0.34%
3 Months
+3.55%
6 Months
+2.81%
YTD
+2.60%
1 Year
+7.57%
3 Years (annualized)
+9.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+9.49%
vs Peers
-6.89%

VIOAX Mutual Fund Performance

VIOAX performance across multiple time periods: 1-month 0.34%, YTD 2.60%, 1-year 7.57%, 3-year 9.49%.

VIOAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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