VRSAX Mutual Fund

VRSAX Mutual Fund

NAV$16.29
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Returns Overview

1 Month
+2.57%
3 Months
+1.55%
6 Months
+8.91%
YTD
+13.59%
1 Year
+22.06%
3 Years (annualized)
+19.35%
5 Years (annualized)
+9.93%
10 Years (annualized)
+11.89%

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
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🏦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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+8.76%
vs Peers
+4.83%

VRSAX Mutual Fund Performance

VRSAX performance across multiple time periods: 1-month 2.57%, YTD 13.59%, 1-year 22.06%, 3-year 19.35%, 5-year 9.93%, 10-year 11.89%.

VRSAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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