VAFRX Mutual Fund

VAFRX Mutual Fund

NAV$25.82
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Returns Overview

1 Month
-8.24%
3 Months
-4.23%
6 Months
-3.43%
YTD
-0.97%
1 Year
-5.99%
3 Years (annualized)
+19.89%
5 Years (annualized)
+6.74%
10 Years (annualized)
+14.11%

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)
-0.97%
Peer Avg (YTD)
+5.23%
vs Peers
-6.20%

VAFRX Mutual Fund Performance

VAFRX performance across multiple time periods: 1-month -8.24%, YTD -0.97%, 1-year -5.99%, 3-year 19.89%, 5-year 6.74%, 10-year 14.11%.

VAFRX returns trail the peer average of 5.23% 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.