VICEX Mutual Fund

VICEX Mutual Fund

NAV$22.04
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Returns Overview

1 Month
-0.60%
3 Months
+1.87%
6 Months
-1.39%
YTD
+8.19%
1 Year
+7.08%
3 Years (annualized)
+9.12%
5 Years (annualized)
+4.35%
10 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+10.64%
vs Peers
-2.45%

VICEX Mutual Fund Performance

VICEX performance across multiple time periods: 1-month -0.60%, YTD 8.19%, 1-year 7.08%, 3-year 9.12%, 5-year 4.35%, 10-year 5.04%.

VICEX returns trail the peer average of 10.64% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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