VYSDX Mutual Fund

VYSDX Mutual Fund

NAV$10.76
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Returns Overview

1 Month
-4.47%
3 Months
-6.97%
6 Months
+14.59%
YTD
+9.76%
1 Year
+12.00%
3 Years (annualized)
+13.53%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSDX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+10.34%
vs Peers
-0.58%

VYSDX Mutual Fund Performance

VYSDX performance across multiple time periods: 1-month -4.47%, YTD 9.76%, 1-year 12.00%, 3-year 13.53%, 5-year 6.04%, 10-year 8.36%.

VYSDX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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