VIDAX Mutual Fund

VIDAX Mutual Fund

NAV$9.76
See how much of VIDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.42%
3 Months
-1.29%
6 Months
-1.17%
YTD
+0.91%
1 Year
+6.40%
3 Years (annualized)
+4.13%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+0.15%
vs Peers
+0.76%

VIDAX Mutual Fund Performance

VIDAX performance across multiple time periods: 1-month -0.42%, YTD 0.91%, 1-year 6.40%, 3-year 4.13%, 5-year 0.21%, 10-year 1.63%.

VIDAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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