VIKSX Mutual Fund

VIKSX Mutual Fund

NAV$10.77
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Returns Overview

1 Month
+8.59%
3 Months
+2.64%
6 Months
+8.03%
YTD
+2.14%
1 Year
-3.50%
3 Years (annualized)
+7.52%
5 Years (annualized)
-1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIKSX 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
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📉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 Growth Index(^R25IG)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+15.62%
vs Peers
-13.48%

VIKSX Mutual Fund Performance

VIKSX performance across multiple time periods: 1-month 8.59%, YTD 2.14%, 1-year -3.50%, 3-year 7.52%, 5-year -1.44%.

VIKSX returns trail the peer average of 15.62% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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