VRSAX Mutual Fund

NAV$16.47
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Returns Overview

1 Month
-0.12%
3 Months
+14.42%
6 Months
+12.50%
YTD
+11.72%
1 Year
+24.49%
3 Years (annualized)
+18.88%
5 Years (annualized)
+10.28%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRSAX 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

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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 Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+7.64%
vs Peers
+4.08%

VRSAX Mutual Fund Performance

VRSAX performance across multiple time periods: 1-month -0.12%, YTD 11.72%, 1-year 24.49%, 3-year 18.88%, 5-year 10.28%, 10-year 12.13%.

VRSAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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