VVBIX Mutual Fund

VVBIX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+0.42%
3 Months
-0.75%
6 Months
-2.13%
YTD
-0.20%
1 Year
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVBIX 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

This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+2.15%
vs Peers
-2.35%

VVBIX Mutual Fund Performance

VVBIX performance across multiple time periods: 1-month 0.42%, YTD -0.20%, 1-year 1.78%.

VVBIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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