VSIPX Mutual Fund

VSIPX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
-1.67%
3 Months
-0.21%
6 Months
+4.71%
YTD
+1.49%
1 Year
+14.97%
3 Years (annualized)
+15.19%
5 Years (annualized)
+7.25%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIPX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+7.10%
vs Peers
-5.61%

VSIPX Mutual Fund Performance

VSIPX performance across multiple time periods: 1-month -1.67%, YTD 1.49%, 1-year 14.97%, 3-year 15.19%, 5-year 7.25%, 10-year 10.25%.

VSIPX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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