VSVIX Mutual Fund

VSVIX Mutual Fund

NAV$39.95
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Returns Overview

1 Month
+4.95%
3 Months
-2.63%
6 Months
+5.82%
YTD
+21.75%
1 Year
+26.28%
3 Years (annualized)
+16.77%
5 Years (annualized)
+8.40%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSVIX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.75%
Peer Avg (YTD)
+14.00%
vs Peers
+7.75%

VSVIX Mutual Fund Performance

VSVIX performance across multiple time periods: 1-month 4.95%, YTD 21.75%, 1-year 26.28%, 3-year 16.77%, 5-year 8.40%, 10-year 10.15%.

VSVIX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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