VSFRX Mutual Fund

NAV$28.73

Returns Overview

1 Month
+1.30%
3 Months
+8.91%
6 Months
+12.53%
YTD
+17.79%
1 Year
+31.56%
3 Years (annualized)
+16.43%
5 Years (annualized)
+9.34%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFRX 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
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📉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

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)
+17.79%
Peer Avg (YTD)
+18.52%
vs Peers
-0.73%

VSFRX Mutual Fund Performance

VSFRX performance across multiple time periods: 1-month 1.30%, YTD 17.79%, 1-year 31.56%, 3-year 16.43%, 5-year 9.34%, 10-year 10.72%.

VSFRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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