VKSAX Mutual Fund

VKSAX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
+7.07%
3 Months
-0.66%
6 Months
-2.12%
YTD
-5.90%
1 Year
-7.05%
3 Years (annualized)
+5.84%
5 Years (annualized)
-1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-5.90%
Peer Avg (YTD)
+8.01%
vs Peers
-13.91%

VKSAX Mutual Fund Performance

VKSAX performance across multiple time periods: 1-month 7.07%, YTD -5.90%, 1-year -7.05%, 3-year 5.84%, 5-year -1.04%.

VKSAX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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