VISAX Mutual Fund

NAV$21.30

Returns Overview

1 Month
+0.54%
3 Months
+7.85%
6 Months
+0.98%
YTD
+0.98%
1 Year
-5.92%
3 Years (annualized)
+8.90%
5 Years (annualized)
-1.28%
10 Years (annualized)
+7.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+9.16%
vs Peers
-8.18%

VISAX Mutual Fund Performance

VISAX performance across multiple time periods: 1-month 0.54%, YTD 0.98%, 1-year -5.92%, 3-year 8.90%, 5-year -1.28%, 10-year 7.97%.

VISAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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