VSHAX Mutual Fund

VSHAX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
-2.24%
3 Months
-1.94%
6 Months
+1.21%
YTD
+1.17%
1 Year
+2.38%
3 Years (annualized)
+7.94%
5 Years (annualized)
+2.70%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSHAX 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
JPMorgan CEMBI Broad Diversified Index(^JPCEMBIBDI)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+0.32%
vs Peers
+0.86%

VSHAX Mutual Fund Performance

VSHAX performance across multiple time periods: 1-month -2.24%, YTD 1.17%, 1-year 2.38%, 3-year 7.94%, 5-year 2.70%, 10-year 3.98%.

VSHAX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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