VIQIX Mutual Fund

VIQIX Mutual Fund

NAV$17.08
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Returns Overview

1 Month
+2.40%
3 Months
+2.01%
6 Months
+2.30%
YTD
+14.02%
1 Year
+21.11%
3 Years (annualized)
+18.20%
5 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIQIX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+14.02%
Peer Avg (YTD)
+8.76%
vs Peers
+5.26%

VIQIX Mutual Fund Performance

VIQIX performance across multiple time periods: 1-month 2.40%, YTD 14.02%, 1-year 21.11%, 3-year 18.20%, 5-year 9.23%.

VIQIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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