VAFAX Mutual Fund

VAFAX Mutual Fund

NAV$30.75
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Returns Overview

1 Month
-5.68%
3 Months
+0.88%
6 Months
+4.57%
YTD
+3.55%
1 Year
+6.05%
3 Years (annualized)
+18.29%
5 Years (annualized)
+8.72%
10 Years (annualized)
+14.93%

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
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 Index(SPX)
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+6.23%
vs Peers
-2.68%

VAFAX Mutual Fund Performance

VAFAX performance across multiple time periods: 1-month -5.68%, YTD 3.55%, 1-year 6.05%, 3-year 18.29%, 5-year 8.72%, 10-year 14.93%.

VAFAX returns trail the peer average of 6.23% 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.