VVISX Mutual Fund

VVISX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
+5.38%
3 Months
+12.34%
6 Months
+7.46%
YTD
+10.75%
1 Year
+15.41%
3 Years (annualized)
+5.32%
5 Years (annualized)
-3.03%
10 Years (annualized)
+4.81%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+15.31%
vs Peers
-4.56%

VVISX Mutual Fund Performance

VVISX performance across multiple time periods: 1-month 5.38%, YTD 10.75%, 1-year 15.41%, 3-year 5.32%, 5-year -3.03%, 10-year 4.81%.

VVISX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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