VSZHX Mutual Fund

VSZHX Mutual Fund

NAV$23.65
See how much of VSZHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.68%
3 Months
-6.39%
6 Months
+6.45%
YTD
+3.81%
1 Year
+7.58%
3 Years (annualized)
+16.43%
5 Years (annualized)
+8.38%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZHX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+7.09%
vs Peers
-3.27%

VSZHX Mutual Fund Performance

VSZHX performance across multiple time periods: 1-month -1.68%, YTD 3.81%, 1-year 7.58%, 3-year 16.43%, 5-year 8.38%, 10-year 11.01%.

VSZHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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