VIAAX Mutual Fund

VIAAX Mutual Fund

NAV$46.37
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Returns Overview

1 Month
-3.67%
3 Months
+1.03%
6 Months
+7.54%
YTD
+4.28%
1 Year
+7.05%
3 Years (annualized)
+11.90%
5 Years (annualized)
+4.74%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIAAX 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
Spliced S&P Global Ex-US Dividend Growers Index
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+8.68%
vs Peers
-4.40%

VIAAX Mutual Fund Performance

VIAAX performance across multiple time periods: 1-month -3.67%, YTD 4.28%, 1-year 7.05%, 3-year 11.90%, 5-year 4.74%, 10-year 8.29%.

VIAAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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