VSIIX Mutual Fund

NAV$59.47

Returns Overview

1 Month
+3.46%
3 Months
+11.83%
6 Months
+15.31%
YTD
+13.97%
1 Year
+26.47%
3 Years (annualized)
+15.90%
5 Years (annualized)
+9.13%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIIX 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
CRSP US Small Cap Value Index(CRSPSCV1)
This Mutual Fund (YTD)
+13.97%
Peer Avg (YTD)
+18.52%
vs Peers
-4.56%

VSIIX Mutual Fund Performance

VSIIX performance across multiple time periods: 1-month 3.46%, YTD 13.97%, 1-year 26.47%, 3-year 15.90%, 5-year 9.13%, 10-year 10.96%.

VSIIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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