VKSIX Mutual Fund

NAV$18.97

Returns Overview

1 Month
+2.55%
3 Months
+2.32%
6 Months
-4.44%
YTD
-5.23%
1 Year
-8.21%
3 Years (annualized)
+2.32%
5 Years (annualized)
-0.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-5.23%
Peer Avg (YTD)
+10.82%
vs Peers
-16.04%

VKSIX Mutual Fund Performance

VKSIX performance across multiple time periods: 1-month 2.55%, YTD -5.23%, 1-year -8.21%, 3-year 2.32%, 5-year -0.03%.

VKSIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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