VSMVX Mutual Fund

NAV$496.32

Returns Overview

1 Month
+5.08%
3 Months
+15.92%
6 Months
+20.96%
YTD
+19.97%
1 Year
+39.77%
3 Years (annualized)
+14.91%
5 Years (annualized)
+7.26%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMVX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+19.97%
Peer Avg (YTD)
+18.52%
vs Peers
+1.44%

VSMVX Mutual Fund Performance

VSMVX performance across multiple time periods: 1-month 5.08%, YTD 19.97%, 1-year 39.77%, 3-year 14.91%, 5-year 7.26%, 10-year 10.84%.

VSMVX 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.

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