VSEQX Mutual Fund

NAV$44.78

Returns Overview

1 Month
-1.04%
3 Months
+6.39%
6 Months
+15.59%
YTD
+18.18%
1 Year
+35.98%
3 Years (annualized)
+21.03%
5 Years (annualized)
+12.87%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSEQX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US Small + Mid Cap 2200 Index
This Mutual Fund (YTD)
+18.18%
Peer Avg (YTD)
+10.82%
vs Peers
+7.37%

VSEQX Mutual Fund Performance

VSEQX performance across multiple time periods: 1-month -1.04%, YTD 18.18%, 1-year 35.98%, 3-year 21.03%, 5-year 12.87%, 10-year 13.86%.

VSEQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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