VSFIX Mutual Fund

NAV$29.72

Returns Overview

1 Month
+6.07%
3 Months
+19.68%
6 Months
+20.64%
YTD
+20.02%
1 Year
+32.01%
3 Years (annualized)
+16.62%
5 Years (annualized)
+9.60%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.02%
Peer Avg (YTD)
+18.52%
vs Peers
+1.49%

VSFIX Mutual Fund Performance

VSFIX performance across multiple time periods: 1-month 6.07%, YTD 20.02%, 1-year 32.01%, 3-year 16.62%, 5-year 9.60%, 10-year 11.37%.

VSFIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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