VSFCX Mutual Fund

VSFCX Mutual Fund

NAV$25.15
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Returns Overview

1 Month
-5.65%
3 Months
-6.47%
6 Months
+11.70%
YTD
+11.70%
1 Year
+14.40%
3 Years (annualized)
+13.15%
5 Years (annualized)
+7.29%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+10.34%
vs Peers
+1.36%

VSFCX Mutual Fund Performance

VSFCX performance across multiple time periods: 1-month -5.65%, YTD 11.70%, 1-year 14.40%, 3-year 13.15%, 5-year 7.29%, 10-year 8.52%.

VSFCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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