VISVX Mutual Fund

VISVX Mutual Fund

NAV$55.76
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Returns Overview

1 Month
+0.29%
3 Months
+4.95%
6 Months
+7.76%
YTD
+16.92%
1 Year
+19.72%
3 Years (annualized)
+15.60%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISVX 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
Morningstar US Small Value Category
This Mutual Fund (YTD)
+16.92%
Peer Avg (YTD)
+15.20%
vs Peers
+1.72%

VISVX Mutual Fund Performance

VISVX performance across multiple time periods: 1-month 0.29%, YTD 16.92%, 1-year 19.72%, 3-year 15.60%, 5-year 9.22%, 10-year 10.39%.

VISVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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