VSFCX Mutual Fund

NAV$26.33

Returns Overview

1 Month
+6.01%
3 Months
+19.42%
6 Months
+20.07%
YTD
+19.42%
1 Year
+30.70%
3 Years (annualized)
+16.10%
5 Years (annualized)
+12.51%
10 Years (annualized)
+15.41%

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

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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 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.42%
Peer Avg (YTD)
+18.52%
vs Peers
+0.90%

VSFCX Mutual Fund Performance

VSFCX performance across multiple time periods: 1-month 6.01%, YTD 19.42%, 1-year 30.70%, 3-year 16.10%, 5-year 12.51%, 10-year 15.41%.

VSFCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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