VITAX Mutual Fund

VITAX Mutual Fund

NAV$501.38
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Returns Overview

1 Month
-5.35%
3 Months
+9.81%
6 Months
+21.35%
YTD
+20.01%
1 Year
+31.73%
3 Years (annualized)
+26.52%
5 Years (annualized)
+17.83%
10 Years (annualized)
+24.00%

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
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 US Investable Market 2500 Index
This Mutual Fund (YTD)
+20.01%
Peer Avg (YTD)
+11.56%
vs Peers
+8.45%

VITAX Mutual Fund Performance

VITAX performance across multiple time periods: 1-month -5.35%, YTD 20.01%, 1-year 31.73%, 3-year 26.52%, 5-year 17.83%, 10-year 24.00%.

VITAX returns outperform the peer average of 11.56% 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.