VICIX Mutual Fund

VICIX Mutual Fund

NAV$17.75
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Returns Overview

1 Month
-0.48%
3 Months
-0.72%
6 Months
+2.59%
YTD
+3.21%
1 Year
+4.46%
3 Years (annualized)
+7.48%
5 Years (annualized)
+3.54%
10 Years (annualized)
+7.74%

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
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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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+12.29%
vs Peers
-9.08%

VICIX Mutual Fund Performance

VICIX performance across multiple time periods: 1-month -0.48%, YTD 3.21%, 1-year 4.46%, 3-year 7.48%, 5-year 3.54%, 10-year 7.74%.

VICIX returns trail the peer average of 12.29% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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