VIVIX Mutual Fund

VIVIX Mutual Fund

NAV$89.32
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Returns Overview

1 Month
+5.57%
3 Months
+4.17%
6 Months
+11.34%
YTD
+20.04%
1 Year
+25.29%
3 Years (annualized)
+22.00%
5 Years (annualized)
+12.43%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIVIX 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)
+20.04%
Peer Avg (YTD)
+12.44%
vs Peers
+7.61%

VIVIX Mutual Fund Performance

VIVIX performance across multiple time periods: 1-month 5.57%, YTD 20.04%, 1-year 25.29%, 3-year 22.00%, 5-year 12.43%, 10-year 13.02%.

VIVIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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