VAFAX Mutual Fund

VAFAX Mutual Fund

NAV$31.76
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Returns Overview

1 Month
+1.48%
3 Months
-2.49%
6 Months
+10.03%
YTD
+5.09%
1 Year
+7.32%
3 Years (annualized)
+19.24%
5 Years (annualized)
+8.43%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFAX 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
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📉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 Index(SPX)
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+8.51%
vs Peers
-3.42%

VAFAX Mutual Fund Performance

VAFAX performance across multiple time periods: 1-month 1.48%, YTD 5.09%, 1-year 7.32%, 3-year 19.24%, 5-year 8.43%, 10-year 15.07%.

VAFAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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