VISTX Mutual Fund

VISTX Mutual Fund

NAV$13.03
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Returns Overview

1 Month
-0.61%
3 Months
-0.17%
6 Months
+0.93%
YTD
+1.25%
1 Year
+2.47%
3 Years (annualized)
+5.15%
5 Years (annualized)
+2.62%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.50%
vs Peers
+0.75%

VISTX Mutual Fund Performance

VISTX performance across multiple time periods: 1-month -0.61%, YTD 1.25%, 1-year 2.47%, 3-year 5.15%, 5-year 2.62%, 10-year 2.46%.

VISTX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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