VSZHX Mutual Fund

VSZHX Mutual Fund

NAV$23.19
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Returns Overview

1 Month
-1.02%
3 Months
-0.35%
6 Months
-3.34%
YTD
+10.95%
1 Year
+12.15%
3 Years (annualized)
+21.06%
5 Years (annualized)
+9.14%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZHX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+6.71%
vs Peers
+4.24%

VSZHX Mutual Fund Performance

VSZHX performance across multiple time periods: 1-month -1.02%, YTD 10.95%, 1-year 12.15%, 3-year 21.06%, 5-year 9.14%, 10-year 10.90%.

VSZHX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

VSZHX vs another fund shows side-by-side returns. VSZHX alternatives are available in the Mutual Fund Screener.