VSENX Mutual Fund

VSENX Mutual Fund

NAV$49.36
See how much of VSENX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.70%
3 Months
-3.06%
6 Months
+0.56%
YTD
+6.60%
1 Year
+9.41%
3 Years (annualized)
+10.27%
5 Years (annualized)
+1.34%
10 Years (annualized)
+8.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+12.21%
vs Peers
-5.61%

VSENX Mutual Fund Performance

VSENX performance across multiple time periods: 1-month 3.70%, YTD 6.60%, 1-year 9.41%, 3-year 10.27%, 5-year 1.34%, 10-year 8.17%.

VSENX returns trail the peer average of 12.21% 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.