VIOIX Mutual Fund

VIOIX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+1.04%
3 Months
+4.38%
6 Months
+3.38%
YTD
+6.85%
1 Year
+8.30%
3 Years (annualized)
+9.04%

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)
+6.85%
Peer Avg (YTD)
+12.44%
vs Peers
-5.59%

VIOIX Mutual Fund Performance

VIOIX performance across multiple time periods: 1-month 1.04%, YTD 6.85%, 1-year 8.30%, 3-year 9.04%.

VIOIX returns trail the peer average of 12.44% 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.