VIVAX Mutual Fund

VIVAX Mutual Fund

NAV$86.34
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Returns Overview

1 Month
+0.85%
3 Months
+6.35%
6 Months
+10.07%
YTD
+14.02%
1 Year
+25.38%
3 Years (annualized)
+16.49%
5 Years (annualized)
+11.91%
10 Years (annualized)
+12.20%

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)
+14.02%
Peer Avg (YTD)
+11.41%
vs Peers
+2.61%

VIVAX Mutual Fund Performance

VIVAX performance across multiple time periods: 1-month 0.85%, YTD 14.02%, 1-year 25.38%, 3-year 16.49%, 5-year 11.91%, 10-year 12.20%.

VIVAX returns outperform the peer average of 11.41% 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.