VAFRX Mutual Fund

NAV$28.84

Returns Overview

1 Month
+1.84%
3 Months
+21.75%
6 Months
+9.89%
YTD
+9.64%
1 Year
+15.77%
3 Years (annualized)
+21.46%
5 Years (annualized)
+7.82%
10 Years (annualized)
+15.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFRX 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)
+9.64%
Peer Avg (YTD)
+8.97%
vs Peers
+0.67%

VAFRX Mutual Fund Performance

VAFRX performance across multiple time periods: 1-month 1.84%, YTD 9.64%, 1-year 15.77%, 3-year 21.46%, 5-year 7.82%, 10-year 15.04%.

VAFRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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