VKSAX Mutual Fund

NAV$18.73

Returns Overview

1 Month
+3.71%
3 Months
+1.63%
6 Months
-4.15%
YTD
-2.14%
1 Year
-8.41%
3 Years (annualized)
+2.20%
5 Years (annualized)
+0.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
+10.82%
vs Peers
-12.96%

VKSAX Mutual Fund Performance

VKSAX performance across multiple time periods: 1-month 3.71%, YTD -2.14%, 1-year -8.41%, 3-year 2.20%, 5-year 0.03%.

VKSAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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