VADIX Mutual Fund

VADIX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
+1.66%
3 Months
-0.89%
6 Months
+7.45%
YTD
+12.22%
1 Year
+20.88%
3 Years (annualized)
+13.49%
5 Years (annualized)
+9.34%
10 Years (annualized)
+7.27%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+2.39%
vs Peers
+9.83%

VADIX Mutual Fund Performance

VADIX performance across multiple time periods: 1-month 1.66%, YTD 12.22%, 1-year 20.88%, 3-year 13.49%, 5-year 9.34%, 10-year 7.27%.

VADIX returns outperform the peer average of 2.39% 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.