VSVIX Mutual Fund

VSVIX Mutual Fund

NAV$38.39
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Returns Overview

1 Month
-0.84%
3 Months
+6.07%
6 Months
+12.02%
YTD
+23.99%
1 Year
+26.49%
3 Years (annualized)
+13.67%
5 Years (annualized)
+9.41%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSVIX 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
PROUpgrade to run
🏦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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.99%
Peer Avg (YTD)
+15.20%
vs Peers
+8.79%

VSVIX Mutual Fund Performance

VSVIX performance across multiple time periods: 1-month -0.84%, YTD 23.99%, 1-year 26.49%, 3-year 13.67%, 5-year 9.41%, 10-year 9.96%.

VSVIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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