VKSEX Mutual Fund

VKSEX Mutual Fund

NAV$10.39
See how much of VKSEX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

YTD
+5.06%
1 Year
+0.29%
3 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSEX 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 Value Index(^R25IV)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+15.31%
vs Peers
-10.26%

VKSEX Mutual Fund Performance

VKSEX performance across multiple time periods: YTD 5.06%, 1-year 0.29%, 3-year 4.55%.

VKSEX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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