VIQAX Mutual Fund

VIQAX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-1.64%
3 Months
+0.34%
6 Months
+19.42%
YTD
+16.30%
1 Year
+14.86%
3 Years (annualized)
+20.46%
5 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIQAX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+16.30%
Peer Avg (YTD)
+7.10%
vs Peers
+9.20%

VIQAX Mutual Fund Performance

VIQAX performance across multiple time periods: 1-month -1.64%, YTD 16.30%, 1-year 14.86%, 3-year 20.46%, 5-year 10.34%.

VIQAX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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