VDSIX Mutual Fund

VDSIX Mutual Fund

NAV$26.35
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Returns Overview

1 Month
-0.97%
3 Months
-1.07%
6 Months
+2.72%
YTD
+9.14%
1 Year
+11.94%
3 Years (annualized)
+24.07%
5 Years (annualized)
+12.93%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.14%
Peer Avg (YTD)
+17.72%
vs Peers
-8.58%

VDSIX Mutual Fund Performance

VDSIX performance across multiple time periods: 1-month -0.97%, YTD 9.14%, 1-year 11.94%, 3-year 24.07%, 5-year 12.93%, 10-year 14.92%.

VDSIX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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