VSMCX Mutual Fund

VSMCX Mutual Fund

NAV$11.45
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Returns Overview

1 Month
-5.15%
3 Months
-12.33%
6 Months
+7.36%
YTD
+15.30%
1 Year
+49.57%
3 Years (annualized)
+41.94%
5 Years (annualized)
+39.11%
10 Years (annualized)
+31.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMCX 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
PROUpgrade to run
🏦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)
+15.30%
Peer Avg (YTD)
+10.34%
vs Peers
+4.96%

VSMCX Mutual Fund Performance

VSMCX performance across multiple time periods: 1-month -5.15%, YTD 15.30%, 1-year 49.57%, 3-year 41.94%, 5-year 39.11%, 10-year 31.66%.

VSMCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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