VVONX Mutual Fund

NAV$28.60

Returns Overview

1 Month
+4.88%
3 Months
+17.08%
6 Months
+24.18%
YTD
+22.04%
1 Year
+44.28%
3 Years (annualized)
+29.23%
5 Years (annualized)
+19.11%
10 Years (annualized)
+17.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVONX 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)
+22.04%
Peer Avg (YTD)
+10.82%
vs Peers
+11.22%

VVONX Mutual Fund Performance

VVONX performance across multiple time periods: 1-month 4.88%, YTD 22.04%, 1-year 44.28%, 3-year 29.23%, 5-year 19.11%, 10-year 17.39%.

VVONX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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