VIESX Mutual Fund

NAV$16.95

Returns Overview

1 Month
-1.19%
3 Months
+1.53%
6 Months
+1.47%
YTD
+0.91%
1 Year
-1.06%
3 Years (annualized)
+9.79%
5 Years (annualized)
+0.93%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIESX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+21.71%
vs Peers
-20.80%

VIESX Mutual Fund Performance

VIESX performance across multiple time periods: 1-month -1.19%, YTD 0.91%, 1-year -1.06%, 3-year 9.79%, 5-year 0.93%, 10-year 9.11%.

VIESX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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