VSORX Mutual Fund

VSORX Mutual Fund

NAV$53.69
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Returns Overview

1 Month
+4.78%
3 Months
-1.64%
6 Months
+3.52%
YTD
+17.51%
1 Year
+20.99%
3 Years (annualized)
+13.90%
5 Years (annualized)
+6.31%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSORX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.51%
Peer Avg (YTD)
+14.00%
vs Peers
+3.51%

VSORX Mutual Fund Performance

VSORX performance across multiple time periods: 1-month 4.78%, YTD 17.51%, 1-year 20.99%, 3-year 13.90%, 5-year 6.31%, 10-year 10.08%.

VSORX returns outperform the peer average of 14.00% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

VSORX vs another fund shows side-by-side returns. VSORX alternatives are available in the Mutual Fund Screener.