VMSSX Mutual Fund

VMSSX Mutual Fund

NAV$4.49
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Returns Overview

1 Month
+0.37%
3 Months
+0.54%
6 Months
+1.07%
YTD
+2.28%
1 Year
+3.94%
3 Years (annualized)
+6.18%
5 Years (annualized)
+3.19%
10 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMSSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bank of America Merrill Lynch 1-3 Year A-BBB US Corporate Index(^BML3YBBUSCOR)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+2.15%
vs Peers
+0.13%

VMSSX Mutual Fund Performance

VMSSX performance across multiple time periods: 1-month 0.37%, YTD 2.28%, 1-year 3.94%, 3-year 6.18%, 5-year 3.19%, 10-year 3.24%.

VMSSX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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