VIOIX Mutual Fund

VIOIX Mutual Fund

NAV$10.07
See how much of VIOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.57%
3 Months
-0.76%
6 Months
+2.84%
YTD
+1.96%
1 Year
+3.39%
3 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+10.00%
vs Peers
-8.03%

VIOIX Mutual Fund Performance

VIOIX performance across multiple time periods: 1-month -4.57%, YTD 1.96%, 1-year 3.39%, 3-year 9.04%.

VIOIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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