VVOIX Mutual Fund

VVOIX Mutual Fund

NAV$27.60
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Returns Overview

1 Month
+4.26%
3 Months
+2.54%
6 Months
+1.35%
YTD
+16.08%
1 Year
+25.72%
3 Years (annualized)
+28.27%
5 Years (annualized)
+16.59%
10 Years (annualized)
+15.73%

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)
+16.08%
Peer Avg (YTD)
+8.01%
vs Peers
+8.07%

VVOIX Mutual Fund Performance

VVOIX performance across multiple time periods: 1-month 4.26%, YTD 16.08%, 1-year 25.72%, 3-year 28.27%, 5-year 16.59%, 10-year 15.73%.

VVOIX returns outperform the peer average of 8.01% 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.