VILSX Mutual Fund

NAV$30.13

Returns Overview

1 Month
-0.22%
3 Months
-0.86%
6 Months
-8.59%
YTD
+0.44%
1 Year
-6.17%
3 Years
+7.40%
5 Years
+6.45%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VILSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+0.87%
vs Peers
-0.42%

VILSX Mutual Fund Performance

VILSX performance across multiple time periods: 1-month -0.22%, YTD 0.44%, 1-year -6.17%, 3-year 7.40%, 5-year 6.45%.

VILSX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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