VSFAX Mutual Fund

VSFAX Mutual Fund

NAV$28.41
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Returns Overview

1 Month
+1.05%
3 Months
+5.28%
6 Months
+12.91%
YTD
+19.01%
1 Year
+22.46%
3 Years (annualized)
+14.04%
5 Years (annualized)
+8.12%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFAX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.01%
Peer Avg (YTD)
+15.20%
vs Peers
+3.82%

VSFAX Mutual Fund Performance

VSFAX performance across multiple time periods: 1-month 1.05%, YTD 19.01%, 1-year 22.46%, 3-year 14.04%, 5-year 8.12%, 10-year 9.35%.

VSFAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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