VMSSX Mutual Fund

VMSSX Mutual Fund

NAV$4.54
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Returns Overview

1 Month
-0.01%
3 Months
+0.58%
6 Months
+1.29%
YTD
+1.91%
1 Year
+4.67%
3 Years (annualized)
+6.17%
5 Years (annualized)
+3.15%
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
PROUpgrade to run

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)
+1.91%
Peer Avg (YTD)
+0.12%
vs Peers
+1.79%

VMSSX Mutual Fund Performance

VMSSX performance across multiple time periods: 1-month -0.01%, YTD 1.91%, 1-year 4.67%, 3-year 6.17%, 5-year 3.15%, 10-year 3.24%.

VMSSX returns outperform the peer average of 0.12% 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.