VICAX Mutual Fund

NAV$22.23

Returns Overview

1 Month
+3.13%
3 Months
+11.19%
6 Months
+8.57%
YTD
+8.47%
1 Year
+23.22%
3 Years
+10.04%
5 Years
+8.54%
10 Years
+8.29%

Risk Metrics (5-Year)

No risk data available for this ETF

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(NA)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+13.43%
vs Peers
-4.96%

VICAX Mutual Fund Performance

VICAX performance across multiple time periods: 1-month 3.13%, YTD 8.47%, 1-year 23.22%, 3-year 10.04%, 5-year 8.54%, 10-year 8.29%.

VICAX returns trail the peer average of 13.43% 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.