VVORX Mutual Fund

VVORX Mutual Fund

NAV$26.69
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Returns Overview

1 Month
-5.63%
3 Months
-8.90%
6 Months
+6.52%
YTD
+10.92%
1 Year
+19.47%
3 Years (annualized)
+24.81%
5 Years (annualized)
+17.87%
10 Years (annualized)
+15.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVORX 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)
+10.92%
Peer Avg (YTD)
+6.72%
vs Peers
+4.20%

VVORX Mutual Fund Performance

VVORX performance across multiple time periods: 1-month -5.63%, YTD 10.92%, 1-year 19.47%, 3-year 24.81%, 5-year 17.87%, 10-year 15.23%.

VVORX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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