VITSX Mutual Fund

VITSX Mutual Fund

NAV$185.63
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Returns Overview

1 Month
-1.02%
3 Months
+1.10%
6 Months
+16.93%
YTD
+11.92%
1 Year
+15.03%
3 Years (annualized)
+20.65%
5 Years (annualized)
+11.70%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VITSX 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
Morningstar US Total Market Index(CRSPTMT)
This Mutual Fund (YTD)
+11.92%
Peer Avg (YTD)
+9.98%
vs Peers
+1.94%

VITSX Mutual Fund Performance

VITSX performance across multiple time periods: 1-month -1.02%, YTD 11.92%, 1-year 15.03%, 3-year 20.65%, 5-year 11.70%, 10-year 14.81%.

VITSX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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