VVISX Mutual Fund

NAV$14.28

Returns Overview

1 Month
+4.94%
3 Months
+14.15%
6 Months
+5.43%
YTD
+5.10%
1 Year
+12.85%
3 Years (annualized)
+6.18%
5 Years (annualized)
-3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVISX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+18.52%
vs Peers
-13.42%

VVISX Mutual Fund Performance

VVISX performance across multiple time periods: 1-month 4.94%, YTD 5.10%, 1-year 12.85%, 3-year 6.18%, 5-year -3.91%.

VVISX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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