VAKSX Mutual Fund

VAKSX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
-4.99%
3 Months
-8.29%
6 Months
+3.82%
YTD
-6.11%
1 Year
-12.98%
3 Years (annualized)
+1.94%
5 Years (annualized)
-2.06%

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
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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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-6.11%
Peer Avg (YTD)
+6.72%
vs Peers
-12.84%

VAKSX Mutual Fund Performance

VAKSX performance across multiple time periods: 1-month -4.99%, YTD -6.11%, 1-year -12.98%, 3-year 1.94%, 5-year -2.06%.

VAKSX returns trail the peer average of 6.72% 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.