VIOPX Mutual Fund

VIOPX Mutual Fund

NAV$19.41
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Returns Overview

1 Month
+3.60%
3 Months
+3.60%
6 Months
+4.39%
YTD
+8.94%
1 Year
+17.25%
3 Years (annualized)
+12.78%
5 Years (annualized)
+3.48%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIOPX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+8.67%
vs Peers
+0.27%

VIOPX Mutual Fund Performance

VIOPX performance across multiple time periods: 1-month 3.60%, YTD 8.94%, 1-year 17.25%, 3-year 12.78%, 5-year 3.48%, 10-year 7.14%.

VIOPX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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