VICAX Mutual Fund

NAV$22.73

Returns Overview

1 Month
+2.20%
3 Months
+2.76%
6 Months
-1.00%
YTD
+5.23%
1 Year
+8.88%
3 Years (annualized)
+8.16%
5 Years (annualized)
+6.32%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+7.61%
vs Peers
-2.38%

VICAX Mutual Fund Performance

VICAX performance across multiple time periods: 1-month 2.20%, YTD 5.23%, 1-year 8.88%, 3-year 8.16%, 5-year 6.32%, 10-year 7.00%.

VICAX returns trail the peer average of 7.61% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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