VINAX Mutual Fund

VINAX Mutual Fund

NAV$165.94
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Returns Overview

1 Month
-4.56%
3 Months
-11.19%
6 Months
+2.75%
YTD
+5.65%
1 Year
+8.94%
3 Years (annualized)
+18.79%
5 Years (annualized)
+12.45%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VINAX 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 US Investable Market 2500 Index
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+4.44%
vs Peers
+1.22%

VINAX Mutual Fund Performance

VINAX performance across multiple time periods: 1-month -4.56%, YTD 5.65%, 1-year 8.94%, 3-year 18.79%, 5-year 12.45%, 10-year 13.32%.

VINAX returns outperform the peer average of 4.44% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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