VADRX Mutual Fund

VADRX Mutual Fund

NAV$82.64
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Returns Overview

1 Month
+4.94%
3 Months
+1.82%
6 Months
+7.86%
YTD
+13.98%
1 Year
+17.34%
3 Years (annualized)
+18.36%
5 Years (annualized)
+7.86%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADRX 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
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📉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 500 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+13.98%
Peer Avg (YTD)
+17.72%
vs Peers
-3.73%

VADRX Mutual Fund Performance

VADRX performance across multiple time periods: 1-month 4.94%, YTD 13.98%, 1-year 17.34%, 3-year 18.36%, 5-year 7.86%, 10-year 11.29%.

VADRX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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