VADFX Mutual Fund

VADFX Mutual Fund

NAV$86.11
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Returns Overview

1 Month
+4.98%
3 Months
+1.96%
6 Months
+8.19%
YTD
+14.53%
1 Year
+18.04%
3 Years (annualized)
+19.07%
5 Years (annualized)
+8.51%
10 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADFX 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)
+14.53%
Peer Avg (YTD)
+9.28%
vs Peers
+5.26%

VADFX Mutual Fund Performance

VADFX performance across multiple time periods: 1-month 4.98%, YTD 14.53%, 1-year 18.04%, 3-year 19.07%, 5-year 8.51%, 10-year 11.98%.

VADFX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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