VVOAX Mutual Fund

VVOAX Mutual Fund

NAV$28.70
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Returns Overview

1 Month
+4.88%
3 Months
+17.05%
6 Months
+24.05%
YTD
+21.91%
1 Year
+43.95%
3 Years (annualized)
+28.86%
5 Years (annualized)
+18.76%
10 Years (annualized)
+16.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVOAX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.91%
Peer Avg (YTD)
+10.82%
vs Peers
+11.10%

VVOAX Mutual Fund Performance

VVOAX performance across multiple time periods: 1-month 4.88%, YTD 21.91%, 1-year 43.95%, 3-year 28.86%, 5-year 18.76%, 10-year 16.97%.

VVOAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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