VIHAX Mutual Fund

NAV$50.80

Returns Overview

1 Month
-1.96%
3 Months
+4.39%
6 Months
+10.09%
YTD
+9.06%
1 Year
+25.86%
3 Years (annualized)
+20.58%
5 Years (annualized)
+12.43%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIHAX 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
FTSE All-World ex US High Dividend YieldIndex
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+8.71%
vs Peers
+0.35%

VIHAX Mutual Fund Performance

VIHAX performance across multiple time periods: 1-month -1.96%, YTD 9.06%, 1-year 25.86%, 3-year 20.58%, 5-year 12.43%, 10-year 10.58%.

VIHAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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