VISAX Mutual Fund

VISAX Mutual Fund

NAV$21.14
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Returns Overview

1 Month
-3.03%
3 Months
+0.92%
6 Months
+8.84%
YTD
+1.91%
1 Year
-0.07%
3 Years (annualized)
+10.32%
5 Years (annualized)
-1.46%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISAX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+7.86%
vs Peers
-5.95%

VISAX Mutual Fund Performance

VISAX performance across multiple time periods: 1-month -3.03%, YTD 1.91%, 1-year -0.07%, 3-year 10.32%, 5-year -1.46%, 10-year 7.53%.

VISAX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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