VIKSX Mutual Fund

VIKSX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-5.11%
3 Months
-8.26%
6 Months
+3.87%
YTD
-5.94%
1 Year
-12.82%
3 Years (annualized)
+2.22%
5 Years (annualized)
-1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIKSX 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
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📉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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-5.94%
Peer Avg (YTD)
+6.72%
vs Peers
-12.66%

VIKSX Mutual Fund Performance

VIKSX performance across multiple time periods: 1-month -5.11%, YTD -5.94%, 1-year -12.82%, 3-year 2.22%, 5-year -1.79%.

VIKSX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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