VIQSX Mutual Fund

VIQSX Mutual Fund

NAV$16.76
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Returns Overview

1 Month
-1.12%
3 Months
-0.44%
6 Months
+3.56%
YTD
+9.95%
1 Year
+11.81%
3 Years (annualized)
+20.82%
5 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIQSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+14.77%
vs Peers
-4.82%

VIQSX Mutual Fund Performance

VIQSX performance across multiple time periods: 1-month -1.12%, YTD 9.95%, 1-year 11.81%, 3-year 20.82%, 5-year 8.81%.

VIQSX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

VIQSX vs another fund shows side-by-side returns. VIQSX alternatives are available in the Mutual Fund Screener.