VKSIX Mutual Fund

VKSIX Mutual Fund

NAV$18.80
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Returns Overview

1 Month
+7.10%
3 Months
-0.59%
6 Months
-2.02%
YTD
-5.69%
1 Year
-6.82%
3 Years (annualized)
+5.93%
5 Years (annualized)
-1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-5.69%
Peer Avg (YTD)
+8.01%
vs Peers
-13.70%

VKSIX Mutual Fund Performance

VKSIX performance across multiple time periods: 1-month 7.10%, YTD -5.69%, 1-year -6.82%, 3-year 5.93%, 5-year -1.10%.

VKSIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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