VSENX Mutual Fund

NAV$51.67

Returns Overview

1 Month
+5.18%
3 Months
+16.65%
6 Months
+14.24%
YTD
+13.52%
1 Year
+14.29%
3 Years (annualized)
+8.05%
5 Years (annualized)
+3.26%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSENX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.52%
Peer Avg (YTD)
+18.52%
vs Peers
-5.01%

VSENX Mutual Fund Performance

VSENX performance across multiple time periods: 1-month 5.18%, YTD 13.52%, 1-year 14.29%, 3-year 8.05%, 5-year 3.26%, 10-year 9.10%.

VSENX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

VSENX performance comparison shows side-by-side returns with another fund. VSENX alternatives are available in the Mutual Fund Screener.