VICAX Mutual Fund

VICAX Mutual Fund

NAV$21.87
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Returns Overview

1 Month
-6.36%
3 Months
-3.18%
6 Months
+0.51%
YTD
+0.19%
1 Year
-1.53%
3 Years (annualized)
+9.13%
5 Years (annualized)
+4.36%
10 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VICAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+4.24%
vs Peers
-4.06%

VICAX Mutual Fund Performance

VICAX performance across multiple time periods: 1-month -6.36%, YTD 0.19%, 1-year -1.53%, 3-year 9.13%, 5-year 4.36%, 10-year 5.03%.

VICAX returns trail the peer average of 4.24% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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