VSMIX Mutual Fund

VSMIX Mutual Fund

NAV$33.96
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Returns Overview

1 Month
-5.10%
3 Months
-12.09%
6 Months
+7.91%
YTD
+16.15%
1 Year
+26.65%
3 Years (annualized)
+25.52%
5 Years (annualized)
+20.41%
10 Years (annualized)
+17.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.15%
Peer Avg (YTD)
+10.34%
vs Peers
+5.81%

VSMIX Mutual Fund Performance

VSMIX performance across multiple time periods: 1-month -5.10%, YTD 16.15%, 1-year 26.65%, 3-year 25.52%, 5-year 20.41%, 10-year 17.12%.

VSMIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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