VICCX Mutual Fund

VICCX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
+3.93%
3 Months
+4.99%
6 Months
+1.93%
YTD
+8.35%
1 Year
+12.12%
3 Years (annualized)
+6.97%
5 Years (annualized)
+3.68%
10 Years (annualized)
+4.24%

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)
+8.35%
Peer Avg (YTD)
+10.62%
vs Peers
-2.27%

VICCX Mutual Fund Performance

VICCX performance across multiple time periods: 1-month 3.93%, YTD 8.35%, 1-year 12.12%, 3-year 6.97%, 5-year 3.68%, 10-year 4.24%.

VICCX returns trail the peer average of 10.62% 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.