VSFSX Mutual Fund

NAV$29.77

Returns Overview

1 Month
+1.33%
3 Months
+9.01%
6 Months
+12.72%
YTD
+18.70%
1 Year
+32.13%
3 Years (annualized)
+16.68%
5 Years (annualized)
+9.66%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFSX 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)
+18.70%
Peer Avg (YTD)
+18.52%
vs Peers
+0.18%

VSFSX Mutual Fund Performance

VSFSX performance across multiple time periods: 1-month 1.33%, YTD 18.70%, 1-year 32.13%, 3-year 16.68%, 5-year 9.66%, 10-year 11.06%.

VSFSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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