VIOPX Mutual Fund

NAV$19.34

Returns Overview

1 Month
-1.96%
3 Months
+6.87%
6 Months
+5.44%
YTD
+5.15%
1 Year
+10.91%
3 Years (annualized)
+12.63%
5 Years (annualized)
+2.77%
10 Years (annualized)
+7.30%

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
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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+9.16%
vs Peers
-4.01%

VIOPX Mutual Fund Performance

VIOPX performance across multiple time periods: 1-month -1.96%, YTD 5.15%, 1-year 10.91%, 3-year 12.63%, 5-year 2.77%, 10-year 7.30%.

VIOPX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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