VADIX Mutual Fund

VADIX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
-4.98%
3 Months
-2.58%
6 Months
-0.47%
YTD
+7.53%
1 Year
+9.33%
3 Years (annualized)
+14.93%
5 Years (annualized)
+9.35%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADIX 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 World Index(MDWO)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+5.40%
vs Peers
+2.13%

VADIX Mutual Fund Performance

VADIX performance across multiple time periods: 1-month -4.98%, YTD 7.53%, 1-year 9.33%, 3-year 14.93%, 5-year 9.35%, 10-year 7.48%.

VADIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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