VSZDX Mutual Fund

NAV$15.41

Returns Overview

1 Month
-0.06%
3 Months
+2.66%
6 Months
+5.33%
YTD
+7.61%
1 Year
+17.83%
3 Years (annualized)
+14.92%
5 Years (annualized)
+7.21%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZDX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+7.64%
vs Peers
-0.03%

VSZDX Mutual Fund Performance

VSZDX performance across multiple time periods: 1-month -0.06%, YTD 7.61%, 1-year 17.83%, 3-year 14.92%, 5-year 7.21%, 10-year 9.86%.

VSZDX 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.

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