VIOPX Mutual Fund

VIOPX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
-3.49%
3 Months
+4.16%
6 Months
+11.31%
YTD
+5.03%
1 Year
+11.96%
3 Years (annualized)
+12.31%
5 Years (annualized)
-0.56%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIOPX 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
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📉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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+7.86%
vs Peers
-2.83%

VIOPX Mutual Fund Performance

VIOPX performance across multiple time periods: 1-month -3.49%, YTD 5.03%, 1-year 11.96%, 3-year 12.31%, 5-year -0.56%, 10-year 4.55%.

VIOPX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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