VSMSX Mutual Fund

VSMSX Mutual Fund

NAV$514.96
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Returns Overview

1 Month
-5.58%
3 Months
-7.93%
6 Months
+10.20%
YTD
+12.96%
1 Year
+16.03%
3 Years (annualized)
+14.62%
5 Years (annualized)
+6.87%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMSX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+10.34%
vs Peers
+2.62%

VSMSX Mutual Fund Performance

VSMSX performance across multiple time periods: 1-month -5.58%, YTD 12.96%, 1-year 16.03%, 3-year 14.62%, 5-year 6.87%, 10-year 10.57%.

VSMSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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