VRSFX Mutual Fund

VRSFX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
-0.03%
3 Months
+0.64%
6 Months
+1.65%
YTD
+2.93%
1 Year
+3.86%
3 Years (annualized)
+6.47%
5 Years (annualized)
+5.59%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRSFX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+0.72%
vs Peers
+2.21%

VRSFX Mutual Fund Performance

VRSFX performance across multiple time periods: 1-month -0.03%, YTD 2.93%, 1-year 3.86%, 3-year 6.47%, 5-year 5.59%, 10-year 4.61%.

VRSFX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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