VVIIX Mutual Fund

NAV$15.30

Returns Overview

1 Month
+2.34%
3 Months
+2.41%
6 Months
+4.08%
YTD
+8.28%
1 Year
+19.80%
3 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVIIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+9.51%
vs Peers
-1.23%

VVIIX Mutual Fund Performance

VVIIX performance across multiple time periods: 1-month 2.34%, YTD 8.28%, 1-year 19.80%, 3-year 16.28%.

VVIIX returns trail the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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