VZICX Mutual Fund

VZICX Mutual Fund

NAV$39.14
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Returns Overview

1 Month
+0.99%
3 Months
+11.64%
6 Months
+14.74%
YTD
+12.90%
1 Year
+31.56%
3 Years (annualized)
+22.46%
5 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VZICX 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 US Index
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+9.13%
vs Peers
+3.77%

VZICX Mutual Fund Performance

VZICX performance across multiple time periods: 1-month 0.99%, YTD 12.90%, 1-year 31.56%, 3-year 22.46%, 5-year 12.33%.

VZICX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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