VVIAX Mutual Fund

VVIAX Mutual Fund

NAV$87.68
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Returns Overview

1 Month
+0.86%
3 Months
+6.35%
6 Months
+10.68%
YTD
+16.33%
1 Year
+26.15%
3 Years (annualized)
+17.00%
5 Years (annualized)
+12.27%
10 Years (annualized)
+12.45%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Large Value Index(^MUSLVI)
This Mutual Fund (YTD)
+16.33%
Peer Avg (YTD)
+11.41%
vs Peers
+4.92%

VVIAX Mutual Fund Performance

VVIAX performance across multiple time periods: 1-month 0.86%, YTD 16.33%, 1-year 26.15%, 3-year 17.00%, 5-year 12.27%, 10-year 12.45%.

VVIAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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