VSRDX Mutual Fund

NAV$19.70

Returns Overview

1 Month
+2.28%
3 Months
+18.98%
6 Months
+15.99%
YTD
+15.64%
1 Year
+21.70%
3 Years (annualized)
+19.75%
5 Years (annualized)
+11.83%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSRDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.64%
Peer Avg (YTD)
+9.51%
vs Peers
+6.13%

VSRDX Mutual Fund Performance

VSRDX performance across multiple time periods: 1-month 2.28%, YTD 15.64%, 1-year 21.70%, 3-year 19.75%, 5-year 11.83%, 10-year 14.27%.

VSRDX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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