VSENX Mutual Fund

VSENX Mutual Fund

NAV$47.93
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Returns Overview

1 Month
-3.12%
3 Months
+3.74%
6 Months
+5.98%
YTD
+9.97%
1 Year
+9.49%
3 Years (annualized)
+6.73%
5 Years (annualized)
+3.01%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSENX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+15.31%
vs Peers
-5.34%

VSENX Mutual Fund Performance

VSENX performance across multiple time periods: 1-month -3.12%, YTD 9.97%, 1-year 9.49%, 3-year 6.73%, 5-year 3.01%, 10-year 8.65%.

VSENX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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