VADFX Mutual Fund

VADFX Mutual Fund

NAV$83.17
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Returns Overview

1 Month
-4.82%
3 Months
-1.92%
6 Months
+9.18%
YTD
+9.10%
1 Year
+11.36%
3 Years (annualized)
+15.43%
5 Years (annualized)
+8.82%
10 Years (annualized)
+11.73%

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)
+9.10%
Peer Avg (YTD)
+9.98%
vs Peers
-0.89%

VADFX Mutual Fund Performance

VADFX performance across multiple time periods: 1-month -4.82%, YTD 9.10%, 1-year 11.36%, 3-year 15.43%, 5-year 8.82%, 10-year 11.73%.

VADFX returns trail the peer average of 9.98% 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.