VVIAX Mutual Fund

NAV$87.53
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Returns Overview

1 Month
+2.93%
3 Months
+11.10%
6 Months
+14.78%
YTD
+13.69%
1 Year
+25.30%
3 Years (annualized)
+17.79%
5 Years (annualized)
+12.19%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVIAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
CRSP US Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+13.69%
Peer Avg (YTD)
+9.49%
vs Peers
+4.20%

VVIAX Mutual Fund Performance

VVIAX performance across multiple time periods: 1-month 2.93%, YTD 13.69%, 1-year 25.30%, 3-year 17.79%, 5-year 12.19%, 10-year 12.62%.

VVIAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

VVIAX performance comparison shows side-by-side returns with another fund. VVIAX alternatives are available in the Mutual Fund Screener.