VICIX Mutual Fund

NAV$18.76

Returns Overview

1 Month
+0.55%
3 Months
+6.35%
6 Months
+4.88%
YTD
+4.53%
1 Year
+9.91%
3 Years (annualized)
+8.50%
5 Years (annualized)
+3.91%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICIX 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
PROUpgrade to run

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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+18.00%
vs Peers
-13.47%

VICIX Mutual Fund Performance

VICIX performance across multiple time periods: 1-month 0.55%, YTD 4.53%, 1-year 9.91%, 3-year 8.50%, 5-year 3.91%, 10-year 8.13%.

VICIX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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