VIDAX Mutual Fund

NAV$10.40

Returns Overview

1 Month
+1.24%
3 Months
+3.80%
6 Months
+3.48%
YTD
+3.48%
1 Year
+9.02%
3 Years (annualized)
+4.34%
5 Years (annualized)
+0.85%
10 Years (annualized)
+1.89%

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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.48%
Peer Avg (YTD)
+1.79%
vs Peers
+1.70%

VIDAX Mutual Fund Performance

VIDAX performance across multiple time periods: 1-month 1.24%, YTD 3.48%, 1-year 9.02%, 3-year 4.34%, 5-year 0.85%, 10-year 1.89%.

VIDAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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