VICVX Mutual Fund

NAV$23.82

Returns Overview

1 Month
+2.19%
3 Months
+2.81%
6 Months
-0.92%
YTD
+5.31%
1 Year
+9.12%
3 Years (annualized)
+8.37%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICVX 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)
+5.31%
Peer Avg (YTD)
+7.61%
vs Peers
-2.30%

VICVX Mutual Fund Performance

VICVX performance across multiple time periods: 1-month 2.19%, YTD 5.31%, 1-year 9.12%, 3-year 8.37%, 5-year 6.50%, 10-year 7.25%.

VICVX returns trail the peer average of 7.61% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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