VADDX Mutual Fund

NAV$83.96

Returns Overview

1 Month
+2.34%
3 Months
+11.29%
6 Months
+11.97%
YTD
+11.18%
1 Year
+18.89%
3 Years (annualized)
+14.22%
5 Years (annualized)
+8.84%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADDX 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)
+11.18%
Peer Avg (YTD)
+9.51%
vs Peers
+1.68%

VADDX Mutual Fund Performance

VADDX performance across multiple time periods: 1-month 2.34%, YTD 11.18%, 1-year 18.89%, 3-year 14.22%, 5-year 8.84%, 10-year 11.92%.

VADDX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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