VDSIX Mutual Fund

VDSIX Mutual Fund

NAV$27.37
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Returns Overview

1 Month
-1.38%
3 Months
+0.31%
6 Months
+13.52%
YTD
+10.21%
1 Year
+27.63%
3 Years (annualized)
+22.30%
5 Years (annualized)
+14.22%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDSIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+9.98%
vs Peers
+0.23%

VDSIX Mutual Fund Performance

VDSIX performance across multiple time periods: 1-month -1.38%, YTD 10.21%, 1-year 27.63%, 3-year 22.30%, 5-year 14.22%, 10-year 14.82%.

VDSIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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