VAFRX Mutual Fund

VAFRX Mutual Fund

NAV$29.19
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Returns Overview

1 Month
+2.85%
3 Months
-1.57%
6 Months
+19.84%
YTD
+7.93%
1 Year
+4.91%
3 Years (annualized)
+18.95%
5 Years (annualized)
+8.16%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFRX 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)
+7.93%
Peer Avg (YTD)
+8.68%
vs Peers
-0.76%

VAFRX Mutual Fund Performance

VAFRX performance across multiple time periods: 1-month 2.85%, YTD 7.93%, 1-year 4.91%, 3-year 18.95%, 5-year 8.16%, 10-year 14.78%.

VAFRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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