VLSMX Mutual Fund

VLSMX Mutual Fund

NAV$16.03
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Returns Overview

1 Month
-2.09%
3 Months
-1.06%
6 Months
+7.08%
YTD
-1.43%
1 Year
+0.89%
3 Years (annualized)
+8.92%
5 Years (annualized)
+1.27%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLSMX 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 500 Index(SPX)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+6.10%
vs Peers
-7.53%

VLSMX Mutual Fund Performance

VLSMX performance across multiple time periods: 1-month -2.09%, YTD -1.43%, 1-year 0.89%, 3-year 8.92%, 5-year 1.27%, 10-year 2.89%.

VLSMX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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