VIISX Mutual Fund

VIISX Mutual Fund

NAV$21.34
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Returns Overview

1 Month
-3.00%
3 Months
+1.01%
6 Months
+8.98%
YTD
+2.09%
1 Year
+0.23%
3 Years (annualized)
+10.61%
5 Years (annualized)
-1.20%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIISX 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 USA SMID Cap Index
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+7.86%
vs Peers
-5.77%

VIISX Mutual Fund Performance

VIISX performance across multiple time periods: 1-month -3.00%, YTD 2.09%, 1-year 0.23%, 3-year 10.61%, 5-year -1.20%, 10-year 7.81%.

VIISX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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