VISVX Mutual Fund

VISVX Mutual Fund

NAV$59.75
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Returns Overview

1 Month
+0.70%
3 Months
+5.24%
6 Months
+9.62%
YTD
+16.58%
1 Year
+25.57%
3 Years (annualized)
+13.30%
5 Years (annualized)
+9.10%
10 Years (annualized)
+10.17%

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)
+16.58%
Peer Avg (YTD)
+15.31%
vs Peers
+1.27%

VISVX Mutual Fund Performance

VISVX performance across multiple time periods: 1-month 0.70%, YTD 16.58%, 1-year 25.57%, 3-year 13.30%, 5-year 9.10%, 10-year 10.17%.

VISVX returns outperform the peer average of 15.31% 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.