VRVIX Mutual Fund

NAV$435.41

Returns Overview

1 Month
+1.84%
3 Months
+13.38%
6 Months
+15.75%
YTD
+14.71%
1 Year
+26.53%
3 Years (annualized)
+17.55%
5 Years (annualized)
+11.01%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRVIX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+14.71%
Peer Avg (YTD)
+9.49%
vs Peers
+5.22%

VRVIX Mutual Fund Performance

VRVIX performance across multiple time periods: 1-month 1.84%, YTD 14.71%, 1-year 26.53%, 3-year 17.55%, 5-year 11.01%, 10-year 11.42%.

VRVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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