VSFRX Mutual Fund

VSFRX Mutual Fund

NAV$28.26
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Returns Overview

1 Month
+3.25%
3 Months
-1.50%
6 Months
+6.08%
YTD
+15.91%
1 Year
+19.29%
3 Years (annualized)
+17.43%
5 Years (annualized)
+6.69%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFRX 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)
+15.91%
Peer Avg (YTD)
+12.21%
vs Peers
+3.70%

VSFRX Mutual Fund Performance

VSFRX performance across multiple time periods: 1-month 3.25%, YTD 15.91%, 1-year 19.29%, 3-year 17.43%, 5-year 6.69%, 10-year 9.40%.

VSFRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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