VSFCX Mutual Fund

VSFCX Mutual Fund

NAV$26.52
See how much of VSFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.85%
3 Months
+7.54%
6 Months
+12.39%
YTD
+17.21%
1 Year
+26.76%
3 Years (annualized)
+11.32%
5 Years (annualized)
+7.66%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFCX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+15.31%
vs Peers
+1.90%

VSFCX Mutual Fund Performance

VSFCX performance across multiple time periods: 1-month -1.85%, YTD 17.21%, 1-year 26.76%, 3-year 11.32%, 5-year 7.66%, 10-year 8.63%.

VSFCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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