VDSIX Mutual Fund

VDSIX Mutual Fund

NAV$27.33
See how much of VDSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.30%
3 Months
+2.41%
6 Months
+9.77%
YTD
+11.76%
1 Year
+22.83%
3 Years (annualized)
+22.30%
5 Years (annualized)
+14.22%
10 Years (annualized)
+14.82%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.76%
Peer Avg (YTD)
+11.21%
vs Peers
+0.54%

VDSIX Mutual Fund Performance

VDSIX performance across multiple time periods: 1-month 1.30%, YTD 11.76%, 1-year 22.83%, 3-year 22.30%, 5-year 14.22%, 10-year 14.82%.

VDSIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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