VISVX Mutual Fund

VISVX Mutual Fund

NAV$59.02
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Returns Overview

1 Month
+5.40%
3 Months
-0.11%
6 Months
+5.56%
YTD
+16.46%
1 Year
+20.04%
3 Years (annualized)
+19.36%
5 Years (annualized)
+8.73%
10 Years (annualized)
+10.65%

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
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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
Morningstar US Small Value Category
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+14.00%
vs Peers
+2.46%

VISVX Mutual Fund Performance

VISVX performance across multiple time periods: 1-month 5.40%, YTD 16.46%, 1-year 20.04%, 3-year 19.36%, 5-year 8.73%, 10-year 10.65%.

VISVX returns outperform the peer average of 14.00% 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.