VIISX Mutual Fund

NAV$20.97

Returns Overview

1 Month
+2.89%
3 Months
+3.81%
6 Months
-2.01%
YTD
+1.94%
1 Year
-5.71%
3 Years (annualized)
+9.18%
5 Years (annualized)
-1.04%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIISX 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 ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+9.16%
vs Peers
-7.22%

VIISX Mutual Fund Performance

VIISX performance across multiple time periods: 1-month 2.89%, YTD 1.94%, 1-year -5.71%, 3-year 9.18%, 5-year -1.04%, 10-year 8.24%.

VIISX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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