VADDX Mutual Fund

VADDX Mutual Fund

NAV$84.04
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Returns Overview

1 Month
-4.85%
3 Months
-1.94%
6 Months
+9.13%
YTD
+9.02%
1 Year
+11.24%
3 Years (annualized)
+15.32%
5 Years (annualized)
+8.71%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADDX 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)
+9.02%
Peer Avg (YTD)
+9.98%
vs Peers
-0.96%

VADDX Mutual Fund Performance

VADDX performance across multiple time periods: 1-month -4.85%, YTD 9.02%, 1-year 11.24%, 3-year 15.32%, 5-year 8.71%, 10-year 11.78%.

VADDX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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