VSHAX Mutual Fund

NAV$8.03

Returns Overview

1 Month
+0.55%
3 Months
+3.21%
6 Months
+3.17%
YTD
+3.17%
1 Year
+7.67%
3 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSHAX 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
JPMorgan CEMBI Broad Diversified Index(^JPCEMBIBDI)
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+3.07%
vs Peers
+0.10%

VSHAX Mutual Fund Performance

VSHAX performance across multiple time periods: 1-month 0.55%, YTD 3.17%, 1-year 7.67%, 3-year 8.39%.

VSHAX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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