VAKSX Mutual Fund

NAV$10.33

Returns Overview

1 Month
+0.88%
3 Months
+8.17%
6 Months
+1.37%
YTD
+1.87%
1 Year
-6.99%
3 Years (annualized)
+3.54%
5 Years (annualized)
-0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAKSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+10.82%
vs Peers
-8.94%

VAKSX Mutual Fund Performance

VAKSX performance across multiple time periods: 1-month 0.88%, YTD 1.87%, 1-year -6.99%, 3-year 3.54%, 5-year -0.64%.

VAKSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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