VAKSX Mutual Fund

VAKSX Mutual Fund

NAV$9.75
See how much of VAKSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.50%
3 Months
+2.04%
6 Months
-0.40%
YTD
-1.18%
1 Year
-10.62%
3 Years (annualized)
+1.94%
5 Years (annualized)
-2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAKSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
+9.89%
vs Peers
-11.07%

VAKSX Mutual Fund Performance

VAKSX performance across multiple time periods: 1-month -0.50%, YTD -1.18%, 1-year -10.62%, 3-year 1.94%, 5-year -2.06%.

VAKSX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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