VIVIX Mutual Fund

NAV$87.14

Returns Overview

1 Month
+2.93%
3 Months
+11.10%
6 Months
+14.78%
YTD
+13.70%
1 Year
+25.31%
3 Years (annualized)
+17.80%
5 Years (annualized)
+12.20%
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
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 Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+9.49%
vs Peers
+4.21%

VIVIX Mutual Fund Performance

VIVIX performance across multiple time periods: 1-month 2.93%, YTD 13.70%, 1-year 25.31%, 3-year 17.80%, 5-year 12.20%, 10-year 12.63%.

VIVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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