VIVAX Mutual Fund

VIVAX Mutual Fund

NAV$85.72
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Returns Overview

1 Month
+2.21%
3 Months
+6.60%
6 Months
+9.50%
YTD
+18.83%
1 Year
+25.11%
3 Years (annualized)
+18.67%
5 Years (annualized)
+12.16%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIVAX 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
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📉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 Large Value Index(^MUSLVI)
This Mutual Fund (YTD)
+18.83%
Peer Avg (YTD)
+12.44%
vs Peers
+6.39%

VIVAX Mutual Fund Performance

VIVAX performance across multiple time periods: 1-month 2.21%, YTD 18.83%, 1-year 25.11%, 3-year 18.67%, 5-year 12.16%, 10-year 12.49%.

VIVAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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