VICCX Mutual Fund

VICCX Mutual Fund

NAV$22.05
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Returns Overview

1 Month
-1.51%
3 Months
+3.58%
6 Months
+4.25%
YTD
+3.06%
1 Year
+8.07%
3 Years (annualized)
+7.40%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICCX 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 All Country World Index Gross
This Mutual Fund (YTD)
+3.06%
Peer Avg (YTD)
+7.61%
vs Peers
-4.54%

VICCX Mutual Fund Performance

VICCX performance across multiple time periods: 1-month -1.51%, YTD 3.06%, 1-year 8.07%, 3-year 7.40%, 5-year 2.79%, 10-year 4.40%.

VICCX returns trail the peer average of 7.61% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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