VVILX Mutual Fund

NAV$27.55

Returns Overview

1 Month
-1.66%
3 Months
+9.29%
6 Months
-5.91%
YTD
-5.67%
1 Year
-3.13%
3 Years (annualized)
+10.65%
5 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVILX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-5.67%
Peer Avg (YTD)
+8.97%
vs Peers
-14.64%

VVILX Mutual Fund Performance

VVILX performance across multiple time periods: 1-month -1.66%, YTD -5.67%, 1-year -3.13%, 3-year 10.65%, 5-year 4.35%.

VVILX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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