VSHEX Mutual Fund

VSHEX Mutual Fund

NAV$8.58
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Returns Overview

1 Month
-2.41%
3 Months
-1.28%
6 Months
+2.66%
YTD
-0.12%
1 Year
+3.21%
3 Years (annualized)
+6.43%
5 Years (annualized)
+1.19%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSHEX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-0.12%
Peer Avg (YTD)
+0.50%
vs Peers
-0.62%

VSHEX Mutual Fund Performance

VSHEX performance across multiple time periods: 1-month -2.41%, YTD -0.12%, 1-year 3.21%, 3-year 6.43%, 5-year 1.19%, 10-year 1.44%.

VSHEX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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