VVOCX Mutual Fund

VVOCX Mutual Fund

NAV$23.80
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Returns Overview

1 Month
-5.70%
3 Months
-9.02%
6 Months
+6.28%
YTD
+10.52%
1 Year
+30.97%
3 Years (annualized)
+31.38%
5 Years (annualized)
+25.45%
10 Years (annualized)
+21.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVOCX 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)
+10.52%
Peer Avg (YTD)
+6.72%
vs Peers
+3.80%

VVOCX Mutual Fund Performance

VVOCX performance across multiple time periods: 1-month -5.70%, YTD 10.52%, 1-year 30.97%, 3-year 31.38%, 5-year 25.45%, 10-year 21.12%.

VVOCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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