VSIIX Mutual Fund

VSIIX Mutual Fund

NAV$56.59
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Returns Overview

1 Month
-5.89%
3 Months
-4.94%
6 Months
+6.78%
YTD
+8.83%
1 Year
+12.35%
3 Years (annualized)
+15.75%
5 Years (annualized)
+9.36%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIIX 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
Morningstar US Small Value Category
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+10.34%
vs Peers
-1.51%

VSIIX Mutual Fund Performance

VSIIX performance across multiple time periods: 1-month -5.89%, YTD 8.83%, 1-year 12.35%, 3-year 15.75%, 5-year 9.36%, 10-year 10.53%.

VSIIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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