VISAX Mutual Fund

VISAX Mutual Fund

NAV$21.40
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Returns Overview

1 Month
+1.75%
3 Months
+3.40%
6 Months
-0.80%
YTD
+2.74%
1 Year
-1.13%
3 Years (annualized)
+8.01%
5 Years (annualized)
-1.35%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISAX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+2.74%
Peer Avg (YTD)
+8.67%
vs Peers
-5.93%

VISAX Mutual Fund Performance

VISAX performance across multiple time periods: 1-month 1.75%, YTD 2.74%, 1-year -1.13%, 3-year 8.01%, 5-year -1.35%, 10-year 7.53%.

VISAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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