VSZCX Mutual Fund

NAV$20.26

Returns Overview

1 Month
-0.15%
3 Months
+2.22%
6 Months
+4.59%
YTD
+6.52%
1 Year
+15.77%
3 Years (annualized)
+13.28%
5 Years (annualized)
+6.28%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.52%
Peer Avg (YTD)
+7.64%
vs Peers
-1.12%

VSZCX Mutual Fund Performance

VSZCX performance across multiple time periods: 1-month -0.15%, YTD 6.52%, 1-year 15.77%, 3-year 13.28%, 5-year 6.28%, 10-year 8.88%.

VSZCX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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