VITAX Mutual Fund

NAV$367.86

Returns Overview

1 Month
-0.77%
3 Months
-5.71%
6 Months
+8.44%
YTD
-1.11%
1 Year
+21.69%
3 Years
+29.50%
5 Years
+17.05%
10 Years
+23.16%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VITAX 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 US Investable Market 2500 Index(NA)
This Mutual Fund (YTD)
-1.11%
Peer Avg (YTD)
-0.14%
vs Peers
-0.97%

VITAX Mutual Fund Performance

VITAX performance across multiple time periods: 1-month -0.77%, YTD -1.11%, 1-year 21.69%, 3-year 29.50%, 5-year 17.05%, 10-year 23.16%.

VITAX returns trail the peer average of -0.14% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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