VSZEX Mutual Fund

NAV$24.63

Returns Overview

1 Month
+0.12%
3 Months
+3.18%
6 Months
+6.21%
YTD
+8.84%
1 Year
+20.12%
3 Years (annualized)
+16.58%
5 Years (annualized)
+8.55%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZEX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+7.64%
vs Peers
+1.20%

VSZEX Mutual Fund Performance

VSZEX performance across multiple time periods: 1-month 0.12%, YTD 8.84%, 1-year 20.12%, 3-year 16.58%, 5-year 8.55%, 10-year 10.97%.

VSZEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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