VRSFX Mutual Fund

NAV$8.40

Returns Overview

1 Month
-0.01%
3 Months
+1.44%
6 Months
+1.58%
YTD
+1.58%
1 Year
+4.17%
3 Years (annualized)
+6.91%
5 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRSFX 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

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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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+3.23%
vs Peers
-1.65%

VRSFX Mutual Fund Performance

VRSFX performance across multiple time periods: 1-month -0.01%, YTD 1.58%, 1-year 4.17%, 3-year 6.91%, 5-year 5.62%.

VRSFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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