VSFIX Mutual Fund

VSFIX Mutual Fund

NAV$29.27
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Returns Overview

1 Month
+3.28%
3 Months
-1.41%
6 Months
+6.28%
YTD
+16.24%
1 Year
+19.69%
3 Years (annualized)
+17.82%
5 Years (annualized)
+7.05%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFIX 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
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📉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)
+16.24%
Peer Avg (YTD)
+12.21%
vs Peers
+4.03%

VSFIX Mutual Fund Performance

VSFIX performance across multiple time periods: 1-month 3.28%, YTD 16.24%, 1-year 19.69%, 3-year 17.82%, 5-year 7.05%, 10-year 9.73%.

VSFIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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