VRSAX Mutual Fund

VRSAX Mutual Fund

NAV$16.21
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Returns Overview

1 Month
-0.87%
3 Months
+3.70%
6 Months
+8.05%
YTD
+10.75%
1 Year
+22.26%
3 Years (annualized)
+17.30%
5 Years (annualized)
+9.92%
10 Years (annualized)
+11.64%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+6.99%
vs Peers
+3.76%

VRSAX Mutual Fund Performance

VRSAX performance across multiple time periods: 1-month -0.87%, YTD 10.75%, 1-year 22.26%, 3-year 17.30%, 5-year 9.92%, 10-year 11.64%.

VRSAX returns outperform the peer average of 6.99% 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.