VKSGX Mutual Fund

VKSGX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
+3.66%
3 Months
+4.19%
6 Months
+1.39%
YTD
+0.79%
1 Year
-1.08%
3 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSGX 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)
+0.79%
Peer Avg (YTD)
+18.52%
vs Peers
-17.73%

VKSGX Mutual Fund Performance

VKSGX performance across multiple time periods: 1-month 3.66%, YTD 0.79%, 1-year -1.08%, 3-year 5.52%.

VKSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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