VKSFX Mutual Fund

VKSFX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
-6.21%
3 Months
-4.82%
6 Months
-0.92%
YTD
-4.16%
1 Year
-5.53%
3 Years (annualized)
+5.23%
5 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSFX 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 Value Index(^R25IV)
This Mutual Fund (YTD)
-4.16%
Peer Avg (YTD)
+10.34%
vs Peers
-14.50%

VKSFX Mutual Fund Performance

VKSFX performance across multiple time periods: 1-month -6.21%, YTD -4.16%, 1-year -5.53%, 3-year 5.23%, 5-year 0.94%.

VKSFX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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