VIOIX Mutual Fund

NAV$10.39

Returns Overview

1 Month
+0.36%
3 Months
+3.62%
6 Months
+2.95%
YTD
+2.74%
1 Year
+7.73%
3 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIOIX 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)
+2.74%
Peer Avg (YTD)
+9.49%
vs Peers
-6.75%

VIOIX Mutual Fund Performance

VIOIX performance across multiple time periods: 1-month 0.36%, YTD 2.74%, 1-year 7.73%, 3-year 7.34%.

VIOIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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