VRKSX Mutual Fund

NAV$10.51

Returns Overview

1 Month
+5.71%
3 Months
+13.18%
6 Months
+2.92%
YTD
+2.52%
1 Year
-6.71%
3 Years (annualized)
+3.88%
5 Years (annualized)
-0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRKSX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+10.82%
vs Peers
-8.29%

VRKSX Mutual Fund Performance

VRKSX performance across multiple time periods: 1-month 5.71%, YTD 2.52%, 1-year -6.71%, 3-year 3.88%, 5-year -0.36%.

VRKSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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