VADRX Mutual Fund

NAV$82.08

Returns Overview

1 Month
+2.29%
3 Months
+11.16%
6 Months
+11.69%
YTD
+10.91%
1 Year
+18.30%
3 Years (annualized)
+13.64%
5 Years (annualized)
+8.30%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+9.51%
vs Peers
+1.40%

VADRX Mutual Fund Performance

VADRX performance across multiple time periods: 1-month 2.29%, YTD 10.91%, 1-year 18.30%, 3-year 13.64%, 5-year 8.30%, 10-year 11.18%.

VADRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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