VICBX Mutual Fund

VICBX Mutual Fund

NAV$27.17
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Returns Overview

1 Month
-1.67%
3 Months
-1.05%
6 Months
-0.84%
YTD
-0.55%
1 Year
+3.04%
3 Years (annualized)
+5.59%
5 Years (annualized)
+0.63%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICBX 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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+0.12%
vs Peers
-0.67%

VICBX Mutual Fund Performance

VICBX performance across multiple time periods: 1-month -1.67%, YTD -0.55%, 1-year 3.04%, 3-year 5.59%, 5-year 0.63%, 10-year 2.62%.

VICBX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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