VIVIX Mutual Fund

VIVIX Mutual Fund

NAV$87.89
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Returns Overview

1 Month
+0.86%
3 Months
+6.36%
6 Months
+10.70%
YTD
+16.34%
1 Year
+26.16%
3 Years (annualized)
+17.02%
5 Years (annualized)
+12.28%
10 Years (annualized)
+12.46%

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
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
Morningstar US Large Value Index(^MUSLVI)
This Mutual Fund (YTD)
+16.34%
Peer Avg (YTD)
+11.41%
vs Peers
+4.93%

VIVIX Mutual Fund Performance

VIVIX performance across multiple time periods: 1-month 0.86%, YTD 16.34%, 1-year 26.16%, 3-year 17.02%, 5-year 12.28%, 10-year 12.46%.

VIVIX returns outperform the peer average of 11.41% 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.