VKSEX Mutual Fund

NAV$10.39

Returns Overview

YTD
+5.06%
1 Year
+2.57%
3 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSEX 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)
+5.06%
Peer Avg (YTD)
+18.52%
vs Peers
-13.47%

VKSEX Mutual Fund Performance

VKSEX performance across multiple time periods: YTD 5.06%, 1-year 2.57%, 3-year 6.01%.

VKSEX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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