VAKSX Mutual Fund

VAKSX Mutual Fund

NAV$10.10
See how much of VAKSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.99%
3 Months
+5.22%
6 Months
+0.60%
YTD
-0.69%
1 Year
-9.61%
3 Years (annualized)
+2.03%
5 Years (annualized)
-1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAKSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+9.54%
vs Peers
-10.23%

VAKSX Mutual Fund Performance

VAKSX performance across multiple time periods: 1-month -2.99%, YTD -0.69%, 1-year -9.61%, 3-year 2.03%, 5-year -1.93%.

VAKSX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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