VDSIX Mutual Fund

NAV$27.73

Returns Overview

1 Month
+0.68%
3 Months
+13.17%
6 Months
+10.55%
YTD
+9.86%
1 Year
+39.93%
3 Years (annualized)
+30.39%
5 Years (annualized)
+20.02%
10 Years (annualized)
+17.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDSIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+9.51%
vs Peers
+0.36%

VDSIX Mutual Fund Performance

VDSIX performance across multiple time periods: 1-month 0.68%, YTD 9.86%, 1-year 39.93%, 3-year 30.39%, 5-year 20.02%, 10-year 17.23%.

VDSIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

VDSIX performance comparison shows side-by-side returns with another fund. VDSIX alternatives are available in the Mutual Fund Screener.