VADIX Mutual Fund

NAV$17.70

Returns Overview

1 Month
-0.57%
3 Months
+2.17%
6 Months
+10.94%
YTD
+10.38%
1 Year
+18.50%
3 Years (annualized)
+14.35%
5 Years (annualized)
+9.21%
10 Years (annualized)
+7.16%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+3.47%
vs Peers
+6.91%

VADIX Mutual Fund Performance

VADIX performance across multiple time periods: 1-month -0.57%, YTD 10.38%, 1-year 18.50%, 3-year 14.35%, 5-year 9.21%, 10-year 7.16%.

VADIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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