VSOIX Mutual Fund

VSOIX Mutual Fund

NAV$51.27
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Returns Overview

1 Month
-5.39%
3 Months
-7.30%
6 Months
+8.11%
YTD
+11.00%
1 Year
+12.98%
3 Years (annualized)
+10.15%
5 Years (annualized)
+6.70%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSOIX 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)
+11.00%
Peer Avg (YTD)
+10.34%
vs Peers
+0.66%

VSOIX Mutual Fund Performance

VSOIX performance across multiple time periods: 1-month -5.39%, YTD 11.00%, 1-year 12.98%, 3-year 10.15%, 5-year 6.70%, 10-year 9.94%.

VSOIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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