VSFSX Mutual Fund

VSFSX Mutual Fund

NAV$30.33
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Returns Overview

1 Month
-1.75%
3 Months
+7.83%
6 Months
+13.03%
YTD
+18.62%
1 Year
+28.15%
3 Years (annualized)
+12.56%
5 Years (annualized)
+8.84%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSFSX 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)
+18.62%
Peer Avg (YTD)
+15.31%
vs Peers
+3.31%

VSFSX Mutual Fund Performance

VSFSX performance across multiple time periods: 1-month -1.75%, YTD 18.62%, 1-year 28.15%, 3-year 12.56%, 5-year 8.84%, 10-year 10.33%.

VSFSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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