VKSRX Mutual Fund

VKSRX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
-9.43%
3 Months
-7.09%
6 Months
-4.90%
YTD
-11.88%
1 Year
-15.13%
3 Years (annualized)
+3.20%
5 Years (annualized)
-0.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKSRX 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)
-11.88%
Peer Avg (YTD)
+6.72%
vs Peers
-18.60%

VKSRX Mutual Fund Performance

VKSRX performance across multiple time periods: 1-month -9.43%, YTD -11.88%, 1-year -15.13%, 3-year 3.20%, 5-year -0.24%.

VKSRX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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