VISVX Mutual Fund

NAV$58.66

Returns Overview

1 Month
+3.48%
3 Months
+11.83%
6 Months
+14.67%
YTD
+13.30%
1 Year
+24.55%
3 Years (annualized)
+15.05%
5 Years (annualized)
+8.59%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
CRSP US Small Cap Value Index(CRSPSCV1)
This Mutual Fund (YTD)
+13.30%
Peer Avg (YTD)
+18.52%
vs Peers
-5.22%

VISVX Mutual Fund Performance

VISVX performance across multiple time periods: 1-month 3.48%, YTD 13.30%, 1-year 24.55%, 3-year 15.05%, 5-year 8.59%, 10-year 10.61%.

VISVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

VISVX performance comparison shows side-by-side returns with another fund. VISVX alternatives are available in the Mutual Fund Screener.