VKSRX Mutual Fund

NAV$18.57

Returns Overview

1 Month
+2.59%
3 Months
+2.37%
6 Months
-4.37%
YTD
-5.15%
1 Year
-8.07%
3 Years (annualized)
+2.42%
5 Years (annualized)
+0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-5.15%
Peer Avg (YTD)
+10.82%
vs Peers
-15.96%

VKSRX Mutual Fund Performance

VKSRX performance across multiple time periods: 1-month 2.59%, YTD -5.15%, 1-year -8.07%, 3-year 2.42%, 5-year 0.28%.

VKSRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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