VKSIX Mutual Fund

VKSIX Mutual Fund

NAV$17.69
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Returns Overview

1 Month
-9.44%
3 Months
-7.08%
6 Months
-4.93%
YTD
-11.94%
1 Year
-15.21%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSIX 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
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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)
-11.94%
Peer Avg (YTD)
+6.72%
vs Peers
-18.67%

VKSIX Mutual Fund Performance

VKSIX performance across multiple time periods: 1-month -9.44%, YTD -11.94%, 1-year -15.21%, 3-year 3.10%, 5-year -0.55%.

VKSIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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