VVOCX Mutual Fund

NAV$24.41

Returns Overview

1 Month
+4.81%
3 Months
+16.81%
6 Months
+23.61%
YTD
+21.47%
1 Year
+42.88%
3 Years (annualized)
+27.80%
5 Years (annualized)
+17.27%
10 Years (annualized)
+15.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVOCX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.47%
Peer Avg (YTD)
+10.82%
vs Peers
+10.65%

VVOCX Mutual Fund Performance

VVOCX performance across multiple time periods: 1-month 4.81%, YTD 21.47%, 1-year 42.88%, 3-year 27.80%, 5-year 17.27%, 10-year 15.85%.

VVOCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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