VKSDX Mutual Fund

VKSDX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
+5.10%
3 Months
-0.59%
YTD
+0.60%
1 Year
+2.23%
3 Years (annualized)
+8.33%
5 Years (annualized)
+0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSDX 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
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📉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 Value Index(^R25IV)
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+12.21%
vs Peers
-11.61%

VKSDX Mutual Fund Performance

VKSDX performance across multiple time periods: 1-month 5.10%, YTD 0.60%, 1-year 2.23%, 3-year 8.33%, 5-year 0.57%.

VKSDX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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