VVOIX Mutual Fund

NAV$28.24

Returns Overview

1 Month
+4.90%
3 Months
+17.10%
6 Months
+24.19%
YTD
+22.07%
1 Year
+44.25%
3 Years (annualized)
+29.19%
5 Years (annualized)
+19.05%
10 Years (annualized)
+17.23%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+22.07%
Peer Avg (YTD)
+10.82%
vs Peers
+11.26%

VVOIX Mutual Fund Performance

VVOIX performance across multiple time periods: 1-month 4.90%, YTD 22.07%, 1-year 44.25%, 3-year 29.19%, 5-year 19.05%, 10-year 17.23%.

VVOIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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