VIVAX Mutual Fund

VIVAX Mutual Fund

NAV$87.55
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Returns Overview

1 Month
+2.94%
3 Months
+11.10%
6 Months
+14.16%
YTD
+13.06%
1 Year
+24.53%
3 Years (annualized)
+17.45%
5 Years (annualized)
+11.94%
10 Years (annualized)
+12.41%

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
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
CRSP US Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+9.49%
vs Peers
+3.57%

VIVAX Mutual Fund Performance

VIVAX performance across multiple time periods: 1-month 2.94%, YTD 13.06%, 1-year 24.53%, 3-year 17.45%, 5-year 11.94%, 10-year 12.41%.

VIVAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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