VSEQX Mutual Fund

VSEQX Mutual Fund

NAV$44.47
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Returns Overview

1 Month
-3.53%
3 Months
-4.02%
6 Months
+13.81%
YTD
+14.62%
1 Year
+18.82%
3 Years (annualized)
+20.63%
5 Years (annualized)
+12.09%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSEQX 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
MSCI US Small + Mid Cap 2200 Index
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+6.72%
vs Peers
+7.90%

VSEQX Mutual Fund Performance

VSEQX performance across multiple time periods: 1-month -3.53%, YTD 14.62%, 1-year 18.82%, 3-year 20.63%, 5-year 12.09%, 10-year 13.13%.

VSEQX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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