VRKSX Mutual Fund

VRKSX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+8.57%
3 Months
+2.63%
6 Months
+8.01%
YTD
+2.14%
1 Year
-3.49%
3 Years (annualized)
+7.58%
5 Years (annualized)
-1.38%

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
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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 Growth Index(^R25IG)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+8.01%
vs Peers
-5.87%

VRKSX Mutual Fund Performance

VRKSX performance across multiple time periods: 1-month 8.57%, YTD 2.14%, 1-year -3.49%, 3-year 7.58%, 5-year -1.38%.

VRKSX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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