VAFRX Mutual Fund

VAFRX Mutual Fund

NAV$28.30
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Returns Overview

1 Month
-5.69%
3 Months
+0.84%
6 Months
+4.42%
YTD
+3.40%
1 Year
+5.77%
3 Years (annualized)
+18.02%
5 Years (annualized)
+8.45%
10 Years (annualized)
+14.64%

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
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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)
+3.40%
Peer Avg (YTD)
+6.23%
vs Peers
-2.83%

VAFRX Mutual Fund Performance

VAFRX performance across multiple time periods: 1-month -5.69%, YTD 3.40%, 1-year 5.77%, 3-year 18.02%, 5-year 8.45%, 10-year 14.64%.

VAFRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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