VVOSX Mutual Fund

VVOSX Mutual Fund

NAV$28.04
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Returns Overview

1 Month
+4.23%
3 Months
+2.57%
6 Months
+1.40%
YTD
+16.12%
1 Year
+37.49%
3 Years (annualized)
+35.41%
5 Years (annualized)
+24.68%
10 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVOSX 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)
+16.12%
Peer Avg (YTD)
+8.01%
vs Peers
+8.11%

VVOSX Mutual Fund Performance

VVOSX performance across multiple time periods: 1-month 4.23%, YTD 16.12%, 1-year 37.49%, 3-year 35.41%, 5-year 24.68%, 10-year 15.90%.

VVOSX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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