VICEX Mutual Fund

NAV$24.18

Returns Overview

1 Month
-1.48%
3 Months
+3.76%
6 Months
+4.63%
YTD
+3.43%
1 Year
+8.87%
3 Years (annualized)
+8.14%
5 Years (annualized)
+6.30%
10 Years (annualized)
+7.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+7.61%
vs Peers
-4.18%

VICEX Mutual Fund Performance

VICEX performance across multiple time periods: 1-month -1.48%, YTD 3.43%, 1-year 8.87%, 3-year 8.14%, 5-year 6.30%, 10-year 7.00%.

VICEX returns trail the peer average of 7.61% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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