VKSRX Mutual Fund

VKSRX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
+0.11%
3 Months
-1.43%
6 Months
-6.15%
YTD
-5.05%
1 Year
-10.69%
3 Years (annualized)
+1.41%
5 Years (annualized)
-0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSRX 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)
-5.05%
Peer Avg (YTD)
+9.54%
vs Peers
-14.58%

VKSRX Mutual Fund Performance

VKSRX performance across multiple time periods: 1-month 0.11%, YTD -5.05%, 1-year -10.69%, 3-year 1.41%, 5-year -0.58%.

VKSRX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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