VALSX Mutual Fund

VALSX Mutual Fund

NAV$30.08
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Returns Overview

1 Month
-3.96%
3 Months
-1.75%
6 Months
-0.80%
YTD
-7.86%
1 Year
-12.63%
3 Years (annualized)
+4.63%
5 Years (annualized)
+3.00%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VALSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.86%
Peer Avg (YTD)
+8.68%
vs Peers
-16.54%

VALSX Mutual Fund Performance

VALSX performance across multiple time periods: 1-month -3.96%, YTD -7.86%, 1-year -12.63%, 3-year 4.63%, 5-year 3.00%, 10-year 10.87%.

VALSX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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