VHIAX Mutual Fund

NAV$39.72

Returns Overview

1 Month
-1.59%
3 Months
+15.44%
6 Months
+5.44%
YTD
+5.58%
1 Year
+14.15%
3 Years (annualized)
+20.39%
5 Years (annualized)
+14.12%
10 Years (annualized)
+23.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHIAX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+9.57%
vs Peers
-4.00%

VHIAX Mutual Fund Performance

VHIAX performance across multiple time periods: 1-month -1.59%, YTD 5.58%, 1-year 14.15%, 3-year 20.39%, 5-year 14.12%, 10-year 23.88%.

VHIAX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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