VVORX Mutual Fund

VVORX Mutual Fund

NAV$26.59
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Returns Overview

1 Month
-7.31%
3 Months
-1.28%
6 Months
+7.71%
YTD
+14.83%
1 Year
+32.48%
3 Years (annualized)
+23.60%
5 Years (annualized)
+17.71%
10 Years (annualized)
+15.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVORX 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)
+14.83%
Peer Avg (YTD)
+9.54%
vs Peers
+5.29%

VVORX Mutual Fund Performance

VVORX performance across multiple time periods: 1-month -7.31%, YTD 14.83%, 1-year 32.48%, 3-year 23.60%, 5-year 17.71%, 10-year 15.18%.

VVORX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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