VSZGX Mutual Fund

NAV$26.92

Returns Overview

1 Month
-0.11%
3 Months
+13.44%
6 Months
+11.34%
YTD
+10.65%
1 Year
+22.70%
3 Years (annualized)
+18.32%
5 Years (annualized)
+9.78%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+7.64%
vs Peers
+3.01%

VSZGX Mutual Fund Performance

VSZGX performance across multiple time periods: 1-month -0.11%, YTD 10.65%, 1-year 22.70%, 3-year 18.32%, 5-year 9.78%, 10-year 11.77%.

VSZGX returns outperform 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.

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