VSZJX Mutual Fund

NAV$11.28

Returns Overview

1 Month
-0.44%
3 Months
+0.98%
6 Months
+2.55%
YTD
+3.77%
1 Year
+10.66%
3 Years (annualized)
+9.51%
5 Years (annualized)
+4.18%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZJX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+7.64%
vs Peers
-3.87%

VSZJX Mutual Fund Performance

VSZJX performance across multiple time periods: 1-month -0.44%, YTD 3.77%, 1-year 10.66%, 3-year 9.51%, 5-year 4.18%, 10-year 5.63%.

VSZJX 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.

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