VVORX Mutual Fund

NAV$27.27

Returns Overview

1 Month
+4.85%
3 Months
+16.93%
6 Months
+23.88%
YTD
+21.75%
1 Year
+43.52%
3 Years (annualized)
+28.54%
5 Years (annualized)
+18.46%
10 Years (annualized)
+16.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVORX 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)
+21.75%
Peer Avg (YTD)
+10.82%
vs Peers
+10.94%

VVORX Mutual Fund Performance

VVORX performance across multiple time periods: 1-month 4.85%, YTD 21.75%, 1-year 43.52%, 3-year 28.54%, 5-year 18.46%, 10-year 16.69%.

VVORX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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