VSMSX Mutual Fund

NAV$538.42

Returns Overview

1 Month
-2.00%
3 Months
+7.46%
6 Months
+13.42%
YTD
+19.45%
1 Year
+37.52%
3 Years (annualized)
+16.00%
5 Years (annualized)
+7.31%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+19.45%
Peer Avg (YTD)
+18.52%
vs Peers
+0.93%

VSMSX Mutual Fund Performance

VSMSX performance across multiple time periods: 1-month -2.00%, YTD 19.45%, 1-year 37.52%, 3-year 16.00%, 5-year 7.31%, 10-year 11.54%.

VSMSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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