VVOIX Mutual Fund

VVOIX Mutual Fund

NAV$27.40
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Returns Overview

1 Month
+4.19%
3 Months
+1.36%
6 Months
+6.47%
YTD
+20.00%
1 Year
+34.00%
3 Years (annualized)
+25.46%
5 Years (annualized)
+18.46%
10 Years (annualized)
+15.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVOIX 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)
+20.00%
Peer Avg (YTD)
+9.89%
vs Peers
+10.11%

VVOIX Mutual Fund Performance

VVOIX performance across multiple time periods: 1-month 4.19%, YTD 20.00%, 1-year 34.00%, 3-year 25.46%, 5-year 18.46%, 10-year 15.80%.

VVOIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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