VIKSX Mutual Fund

NAV$10.48

Returns Overview

1 Month
+5.72%
3 Months
+13.23%
6 Months
+2.93%
YTD
+2.53%
1 Year
-6.81%
3 Years (annualized)
+3.82%
5 Years (annualized)
-0.39%

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
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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+10.82%
vs Peers
-8.28%

VIKSX Mutual Fund Performance

VIKSX performance across multiple time periods: 1-month 5.72%, YTD 2.53%, 1-year -6.81%, 3-year 3.82%, 5-year -0.39%.

VIKSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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