VISPX Mutual Fund

VISPX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
-1.65%
3 Months
+0.44%
6 Months
+14.18%
YTD
+11.35%
1 Year
+15.34%
3 Years (annualized)
+19.10%
5 Years (annualized)
+9.78%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISPX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+7.09%
vs Peers
+4.26%

VISPX Mutual Fund Performance

VISPX performance across multiple time periods: 1-month -1.65%, YTD 11.35%, 1-year 15.34%, 3-year 19.10%, 5-year 9.78%, 10-year 11.68%.

VISPX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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