VIOIX Mutual Fund

VIOIX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+2.93%
3 Months
+4.28%
6 Months
+3.23%
YTD
+5.75%
1 Year
+10.44%
3 Years (annualized)
+7.36%

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
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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)
+5.75%
Peer Avg (YTD)
+11.41%
vs Peers
-5.66%

VIOIX Mutual Fund Performance

VIOIX performance across multiple time periods: 1-month 2.93%, YTD 5.75%, 1-year 10.44%, 3-year 7.36%.

VIOIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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