VISAX Mutual Fund

VISAX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
+1.78%
3 Months
+0.95%
6 Months
+4.39%
YTD
+3.72%
1 Year
+4.38%
3 Years (annualized)
+13.99%
5 Years (annualized)
-0.99%
10 Years (annualized)
+7.24%

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
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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+7.47%
vs Peers
-3.75%

VISAX Mutual Fund Performance

VISAX performance across multiple time periods: 1-month 1.78%, YTD 3.72%, 1-year 4.38%, 3-year 13.99%, 5-year -0.99%, 10-year 7.24%.

VISAX returns trail the peer average of 7.47% 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.