VKSAX Mutual Fund

VKSAX Mutual Fund

NAV$17.31
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Returns Overview

1 Month
-9.42%
3 Months
-7.12%
6 Months
-5.03%
YTD
-12.12%
1 Year
-15.40%
3 Years (annualized)
+2.98%
5 Years (annualized)
-0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-12.12%
Peer Avg (YTD)
+6.72%
vs Peers
-18.84%

VKSAX Mutual Fund Performance

VKSAX performance across multiple time periods: 1-month -9.42%, YTD -12.12%, 1-year -15.40%, 3-year 2.98%, 5-year -0.49%.

VKSAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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