VADAX Mutual Fund

NAV$81.29

Returns Overview

1 Month
+2.31%
3 Months
+11.23%
6 Months
+11.83%
YTD
+11.05%
1 Year
+18.59%
3 Years (annualized)
+13.93%
5 Years (annualized)
+8.57%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+9.51%
vs Peers
+1.54%

VADAX Mutual Fund Performance

VADAX performance across multiple time periods: 1-month 2.31%, YTD 11.05%, 1-year 18.59%, 3-year 13.93%, 5-year 8.57%, 10-year 11.66%.

VADAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

VADAX performance comparison shows side-by-side returns with another fund. VADAX alternatives are available in the Mutual Fund Screener.