VSIRX Mutual Fund

NAV$9.22

Returns Overview

1 Month
+0.17%
3 Months
+1.40%
6 Months
+1.18%
YTD
+1.08%
1 Year
+4.58%
3 Years (annualized)
+6.55%
5 Years (annualized)
+2.81%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIRX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+3.23%
vs Peers
-2.15%

VSIRX Mutual Fund Performance

VSIRX performance across multiple time periods: 1-month 0.17%, YTD 1.08%, 1-year 4.58%, 3-year 6.55%, 5-year 2.81%, 10-year 3.68%.

VSIRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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