VVISX Mutual Fund

VVISX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
-8.26%
3 Months
-1.34%
6 Months
+12.62%
YTD
+3.69%
1 Year
+7.19%
3 Years (annualized)
+8.44%
5 Years (annualized)
-4.76%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVISX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+10.34%
vs Peers
-6.65%

VVISX Mutual Fund Performance

VVISX performance across multiple time periods: 1-month -8.26%, YTD 3.69%, 1-year 7.19%, 3-year 8.44%, 5-year -4.76%, 10-year 4.81%.

VVISX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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