VRKSX Mutual Fund

VRKSX Mutual Fund

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Returns Overview

1 Month
-5.09%
3 Months
-8.24%
6 Months
+3.86%
YTD
-5.92%
1 Year
-12.78%
3 Years (annualized)
+2.29%
5 Years (annualized)
-1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRKSX 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 Growth Index(^R25IG)
This Mutual Fund (YTD)
-5.92%
Peer Avg (YTD)
+6.72%
vs Peers
-12.64%

VRKSX Mutual Fund Performance

VRKSX performance across multiple time periods: 1-month -5.09%, YTD -5.92%, 1-year -12.78%, 3-year 2.29%, 5-year -1.73%.

VRKSX 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.

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