VSMPX Mutual Fund

NAV$333.15

Returns Overview

1 Month
+0.31%
3 Months
+3.58%
6 Months
+6.66%
YTD
+8.44%
1 Year
+22.81%
3 Years (annualized)
+20.30%
5 Years (annualized)
+12.18%
10 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMPX 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
CRSP US Total Market Index(CRSPTM1)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+9.51%
vs Peers
-1.06%

VSMPX Mutual Fund Performance

VSMPX performance across multiple time periods: 1-month 0.31%, YTD 8.44%, 1-year 22.81%, 3-year 20.30%, 5-year 12.18%, 10-year 15.02%.

VSMPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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