VSFIX Mutual Fund

VSFIX Mutual Fund

NAV$30.69
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Returns Overview

1 Month
-1.75%
3 Months
+7.81%
6 Months
+12.93%
YTD
+17.91%
1 Year
+28.03%
3 Years (annualized)
+12.46%
5 Years (annualized)
+8.77%
10 Years (annualized)
+10.62%

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)
+17.91%
Peer Avg (YTD)
+15.31%
vs Peers
+2.60%

VSFIX Mutual Fund Performance

VSFIX performance across multiple time periods: 1-month -1.75%, YTD 17.91%, 1-year 28.03%, 3-year 12.46%, 5-year 8.77%, 10-year 10.62%.

VSFIX returns outperform the peer average of 15.31% 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.