VIVIX Mutual Fund

VIVIX Mutual Fund

NAV$86.07
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Returns Overview

1 Month
-3.91%
3 Months
-0.94%
6 Months
+10.60%
YTD
+13.19%
1 Year
+17.65%
3 Years (annualized)
+18.82%
5 Years (annualized)
+12.30%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIVIX 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
Morningstar US Large Value Index(^MUSLVI)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+10.00%
vs Peers
+3.19%

VIVIX Mutual Fund Performance

VIVIX performance across multiple time periods: 1-month -3.91%, YTD 13.19%, 1-year 17.65%, 3-year 18.82%, 5-year 12.30%, 10-year 12.63%.

VIVIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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