VICAX Mutual Fund

VICAX Mutual Fund

NAV$23.91
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Returns Overview

1 Month
+3.98%
3 Months
+5.21%
6 Months
+2.29%
YTD
+8.80%
1 Year
+12.93%
3 Years (annualized)
+8.72%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICAX 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 All Country World Index Gross
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+10.62%
vs Peers
-1.82%

VICAX Mutual Fund Performance

VICAX performance across multiple time periods: 1-month 3.98%, YTD 8.80%, 1-year 12.93%, 3-year 8.72%, 5-year 4.46%, 10-year 5.00%.

VICAX returns trail the peer average of 10.62% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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