VLSMX Mutual Fund

VLSMX Mutual Fund

NAV$15.90
See how much of VLSMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.63%
3 Months
+1.12%
6 Months
-1.70%
YTD
+7.34%
1 Year
+12.08%
3 Years (annualized)
+8.92%
5 Years (annualized)
+1.27%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLSMX 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)
+7.34%
Peer Avg (YTD)
+7.17%
vs Peers
+0.17%

VLSMX Mutual Fund Performance

VLSMX performance across multiple time periods: 1-month 1.63%, YTD 7.34%, 1-year 12.08%, 3-year 8.92%, 5-year 1.27%, 10-year 2.89%.

VLSMX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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