VITAX Mutual Fund

VITAX Mutual Fund

NAV$518.03
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Returns Overview

1 Month
+4.27%
3 Months
+5.08%
6 Months
+44.03%
YTD
+32.93%
1 Year
+34.59%
3 Years (annualized)
+29.41%
5 Years (annualized)
+17.71%
10 Years (annualized)
+23.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VITAX 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 US Investable Market 2500 Index
This Mutual Fund (YTD)
+32.93%
Peer Avg (YTD)
+16.41%
vs Peers
+16.53%

VITAX Mutual Fund Performance

VITAX performance across multiple time periods: 1-month 4.27%, YTD 32.93%, 1-year 34.59%, 3-year 29.41%, 5-year 17.71%, 10-year 23.39%.

VITAX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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