VSZIX Mutual Fund

NAV$22.00

Returns Overview

1 Month
-0.09%
3 Months
+13.71%
6 Months
+11.61%
YTD
+10.93%
1 Year
+23.06%
3 Years (annualized)
+18.48%
5 Years (annualized)
+9.98%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZIX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+7.64%
vs Peers
+3.29%

VSZIX Mutual Fund Performance

VSZIX performance across multiple time periods: 1-month -0.09%, YTD 10.93%, 1-year 23.06%, 3-year 18.48%, 5-year 9.98%, 10-year 11.99%.

VSZIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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