VINIX Mutual Fund

VINIX Mutual Fund

NAV$624.97
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Returns Overview

1 Month
-0.60%
3 Months
+2.03%
6 Months
+17.53%
YTD
+12.19%
1 Year
+15.40%
3 Years (annualized)
+21.00%
5 Years (annualized)
+12.75%
10 Years (annualized)
+15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VINIX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+12.19%
Peer Avg (YTD)
+9.98%
vs Peers
+2.21%

VINIX Mutual Fund Performance

VINIX performance across multiple time periods: 1-month -0.60%, YTD 12.19%, 1-year 15.40%, 3-year 21.00%, 5-year 12.75%, 10-year 15.34%.

VINIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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