VIDAX Mutual Fund

VIDAX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-4.97%
3 Months
-7.34%
6 Months
-3.82%
YTD
-4.11%
1 Year
-2.52%
3 Years (annualized)
+4.13%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIDAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.11%
Peer Avg (YTD)
-3.84%
vs Peers
-0.27%

VIDAX Mutual Fund Performance

VIDAX performance across multiple time periods: 1-month -4.97%, YTD -4.11%, 1-year -2.52%, 3-year 4.13%, 5-year 0.21%, 10-year 1.63%.

VIDAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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