VCKSX Mutual Fund

NAV$10.02

Returns Overview

YTD
+2.66%
1 Year
-7.14%
3 Years (annualized)
+3.00%
5 Years (annualized)
-1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCKSX 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)
+2.66%
Peer Avg (YTD)
+10.82%
vs Peers
-8.15%

VCKSX Mutual Fund Performance

VCKSX performance across multiple time periods: YTD 2.66%, 1-year -7.14%, 3-year 3.00%, 5-year -1.27%.

VCKSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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