VSPVX Mutual Fund

NAV$499.04

Returns Overview

1 Month
+0.04%
3 Months
+7.99%
6 Months
+8.00%
YTD
+7.63%
1 Year
+18.34%
3 Years (annualized)
+14.30%
5 Years (annualized)
+11.22%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSPVX 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)
+7.63%
Peer Avg (YTD)
+9.49%
vs Peers
-1.86%

VSPVX Mutual Fund Performance

VSPVX performance across multiple time periods: 1-month 0.04%, YTD 7.63%, 1-year 18.34%, 3-year 14.30%, 5-year 11.22%, 10-year 11.86%.

VSPVX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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