VRSFX Mutual Fund

VRSFX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
+0.05%
3 Months
+1.36%
6 Months
+2.82%
YTD
+2.96%
1 Year
+4.29%
3 Years (annualized)
+6.65%
5 Years (annualized)
+5.79%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRSFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+0.50%
vs Peers
+2.46%

VRSFX Mutual Fund Performance

VRSFX performance across multiple time periods: 1-month 0.05%, YTD 2.96%, 1-year 4.29%, 3-year 6.65%, 5-year 5.79%, 10-year 4.76%.

VRSFX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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