VAFCX Mutual Fund

VAFCX Mutual Fund

NAV$23.70
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Returns Overview

1 Month
+2.81%
3 Months
-1.72%
6 Months
+19.53%
YTD
+7.47%
1 Year
+4.34%
3 Years (annualized)
+18.35%
5 Years (annualized)
+5.12%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFCX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+8.68%
vs Peers
-1.21%

VAFCX Mutual Fund Performance

VAFCX performance across multiple time periods: 1-month 2.81%, YTD 7.47%, 1-year 4.34%, 3-year 18.35%, 5-year 5.12%, 10-year 12.92%.

VAFCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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