VILSX Mutual Fund

VILSX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
+4.95%
3 Months
+3.52%
6 Months
+1.94%
YTD
-3.14%
1 Year
-4.39%
3 Years (annualized)
+7.65%
5 Years (annualized)
+2.74%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VILSX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.14%
Peer Avg (YTD)
+5.23%
vs Peers
-8.37%

VILSX Mutual Fund Performance

VILSX performance across multiple time periods: 1-month 4.95%, YTD -3.14%, 1-year -4.39%, 3-year 7.65%, 5-year 2.74%, 10-year 10.81%.

VILSX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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