VAFNX Mutual Fund

VAFNX Mutual Fund

NAV$32.78
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Returns Overview

1 Month
-5.65%
3 Months
+0.97%
6 Months
+4.68%
YTD
+3.70%
1 Year
+6.31%
3 Years (annualized)
+18.60%
5 Years (annualized)
+9.00%
10 Years (annualized)
+15.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFNX 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)
+3.70%
Peer Avg (YTD)
+6.23%
vs Peers
-2.53%

VAFNX Mutual Fund Performance

VAFNX performance across multiple time periods: 1-month -5.65%, YTD 3.70%, 1-year 6.31%, 3-year 18.60%, 5-year 9.00%, 10-year 15.26%.

VAFNX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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