VADAX Mutual Fund

VADAX Mutual Fund

NAV$81.25
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Returns Overview

1 Month
+0.96%
3 Months
+6.01%
6 Months
+9.25%
YTD
+12.11%
1 Year
+18.63%
3 Years (annualized)
+13.03%
5 Years (annualized)
+8.51%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+12.11%
Peer Avg (YTD)
+9.41%
vs Peers
+2.70%

VADAX Mutual Fund Performance

VADAX performance across multiple time periods: 1-month 0.96%, YTD 12.11%, 1-year 18.63%, 3-year 13.03%, 5-year 8.51%, 10-year 11.43%.

VADAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

VADAX vs another fund shows side-by-side returns. VADAX alternatives are available in the Mutual Fund Screener.