VSPSX Mutual Fund

NAV$13.38

Returns Overview

1 Month
-0.07%
3 Months
+14.54%
6 Months
+11.68%
YTD
+10.92%
1 Year
+22.32%
3 Years (annualized)
+17.90%
5 Years (annualized)
+9.18%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSPSX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.92%
Peer Avg (YTD)
+7.64%
vs Peers
+3.28%

VSPSX Mutual Fund Performance

VSPSX performance across multiple time periods: 1-month -0.07%, YTD 10.92%, 1-year 22.32%, 3-year 17.90%, 5-year 9.18%, 10-year 11.21%.

VSPSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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