VSSVX Mutual Fund

NAV$11.52

Returns Overview

1 Month
+6.79%
3 Months
+18.00%
6 Months
+17.91%
YTD
+17.38%
1 Year
+23.07%
3 Years (annualized)
+10.16%
5 Years (annualized)
+5.55%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSSVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.38%
Peer Avg (YTD)
+18.52%
vs Peers
-1.15%

VSSVX Mutual Fund Performance

VSSVX performance across multiple time periods: 1-month 6.79%, YTD 17.38%, 1-year 23.07%, 3-year 10.16%, 5-year 5.55%, 10-year 9.22%.

VSSVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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