VSFRX Mutual Fund

VSFRX Mutual Fund

NAV$27.85
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Returns Overview

1 Month
-5.62%
3 Months
-6.30%
6 Months
+12.08%
YTD
+12.26%
1 Year
+15.15%
3 Years (annualized)
+13.95%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFRX 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)
+12.26%
Peer Avg (YTD)
+10.34%
vs Peers
+1.92%

VSFRX Mutual Fund Performance

VSFRX performance across multiple time periods: 1-month -5.62%, YTD 12.26%, 1-year 15.15%, 3-year 13.95%, 5-year 8.04%, 10-year 9.30%.

VSFRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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