VISVX Mutual Fund

VISVX Mutual Fund

NAV$57.95
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Returns Overview

1 Month
-5.88%
3 Months
-4.94%
6 Months
+6.74%
YTD
+8.74%
1 Year
+12.23%
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)
+8.74%
Peer Avg (YTD)
+10.34%
vs Peers
-1.60%

VISVX Mutual Fund Performance

VISVX performance across multiple time periods: 1-month -5.88%, YTD 8.74%, 1-year 12.23%, 3-year 15.60%, 5-year 9.22%, 10-year 10.39%.

VISVX returns trail the peer average of 10.34% 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.