VIAAX Mutual Fund

NAV$48.42
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Returns Overview

1 Month
-0.96%
3 Months
+5.86%
6 Months
+3.09%
YTD
+2.65%
1 Year
+5.40%
3 Years (annualized)
+9.60%
5 Years (annualized)
+4.52%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIAAX 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

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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
Spliced S&P Global Ex-US Dividend Growers Index
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+8.97%
vs Peers
-6.32%

VIAAX Mutual Fund Performance

VIAAX performance across multiple time periods: 1-month -0.96%, YTD 2.65%, 1-year 5.40%, 3-year 9.60%, 5-year 4.52%, 10-year 7.75%.

VIAAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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