VINAX Mutual Fund

NAV$173.46

Returns Overview

1 Month
-5.06%
3 Months
+2.04%
6 Months
+4.83%
YTD
+10.85%
1 Year
+30.06%
3 Years (annualized)
+22.08%
5 Years (annualized)
+14.39%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VINAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+13.49%
vs Peers
-2.64%

VINAX Mutual Fund Performance

VINAX performance across multiple time periods: 1-month -5.06%, YTD 10.85%, 1-year 30.06%, 3-year 22.08%, 5-year 14.39%, 10-year 14.69%.

VINAX returns trail the peer average of 13.49% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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