VKSFX Mutual Fund

VKSFX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
+3.67%
3 Months
+4.10%
6 Months
+1.30%
YTD
+0.69%
1 Year
-1.13%
3 Years (annualized)
+5.42%

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
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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)
+0.69%
Peer Avg (YTD)
+18.52%
vs Peers
-17.83%

VKSFX Mutual Fund Performance

VKSFX performance across multiple time periods: 1-month 3.67%, YTD 0.69%, 1-year -1.13%, 3-year 5.42%.

VKSFX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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