VITAX Mutual Fund

NAV$468.76

Returns Overview

1 Month
-1.11%
3 Months
+37.24%
6 Months
+27.22%
YTD
+26.79%
1 Year
+44.93%
3 Years (annualized)
+30.01%
5 Years (annualized)
+19.91%
10 Years (annualized)
+25.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
This Mutual Fund (YTD)
+26.79%
Peer Avg (YTD)
+16.06%
vs Peers
+10.73%

VITAX Mutual Fund Performance

VITAX performance across multiple time periods: 1-month -1.11%, YTD 26.79%, 1-year 44.93%, 3-year 30.01%, 5-year 19.91%, 10-year 25.60%.

VITAX returns outperform the peer average of 16.06% 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.