VKSDX Mutual Fund

NAV$10.15

Returns Overview

1 Month
+1.60%
3 Months
-0.20%
6 Months
-3.88%
YTD
+1.10%
1 Year
-1.45%
3 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSDX 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 Value Index(^R25IV)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+18.52%
vs Peers
-17.43%

VKSDX Mutual Fund Performance

VKSDX performance across multiple time periods: 1-month 1.60%, YTD 1.10%, 1-year -1.45%, 3-year 5.14%.

VKSDX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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