VAFFX Mutual Fund

NAV$33.96

Returns Overview

1 Month
+1.90%
3 Months
+21.91%
6 Months
+10.19%
YTD
+9.94%
1 Year
+16.43%
3 Years (annualized)
+22.17%
5 Years (annualized)
+14.11%
10 Years (annualized)
+21.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFFX 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
PROUpgrade to run

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 Index(SPX)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+8.97%
vs Peers
+0.97%

VAFFX Mutual Fund Performance

VAFFX performance across multiple time periods: 1-month 1.90%, YTD 9.94%, 1-year 16.43%, 3-year 22.17%, 5-year 14.11%, 10-year 21.25%.

VAFFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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