VADIX Mutual Fund

VADIX Mutual Fund

NAV$17.58
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Returns Overview

1 Month
+4.06%
3 Months
-0.28%
6 Months
-1.17%
YTD
+11.90%
1 Year
+15.15%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.29%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+3.99%
vs Peers
+7.91%

VADIX Mutual Fund Performance

VADIX performance across multiple time periods: 1-month 4.06%, YTD 11.90%, 1-year 15.15%, 3-year 16.34%, 5-year 8.29%, 10-year 7.42%.

VADIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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