VSCOX Mutual Fund

NAV$32.40

Returns Overview

1 Month
+6.07%
3 Months
+22.55%
6 Months
+22.92%
YTD
+22.03%
1 Year
+30.94%
3 Years (annualized)
+13.91%
5 Years (annualized)
+5.57%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSCOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.03%
Peer Avg (YTD)
+18.52%
vs Peers
+3.51%

VSCOX Mutual Fund Performance

VSCOX performance across multiple time periods: 1-month 6.07%, YTD 22.03%, 1-year 30.94%, 3-year 13.91%, 5-year 5.57%, 10-year 13.93%.

VSCOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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