VKSFX Mutual Fund

VKSFX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
+5.07%
3 Months
-0.59%
6 Months
+0.10%
YTD
+0.69%
1 Year
+2.45%
3 Years (annualized)
+8.56%
5 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSFX 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)
+0.69%
Peer Avg (YTD)
+12.21%
vs Peers
-11.52%

VKSFX Mutual Fund Performance

VKSFX performance across multiple time periods: 1-month 5.07%, YTD 0.69%, 1-year 2.45%, 3-year 8.56%, 5-year 0.82%.

VKSFX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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