VSFSX Mutual Fund

VSFSX Mutual Fund

NAV$28.89
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Returns Overview

1 Month
-5.55%
3 Months
-6.21%
6 Months
+12.30%
YTD
+13.24%
1 Year
+15.65%
3 Years (annualized)
+14.40%
5 Years (annualized)
+8.47%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFSX 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)
+13.24%
Peer Avg (YTD)
+10.34%
vs Peers
+2.90%

VSFSX Mutual Fund Performance

VSFSX performance across multiple time periods: 1-month -5.55%, YTD 13.24%, 1-year 15.65%, 3-year 14.40%, 5-year 8.47%, 10-year 9.70%.

VSFSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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