VSHAX Mutual Fund

VSHAX Mutual Fund

NAV$7.83
See how much of VSHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.65%
3 Months
-0.96%
6 Months
-0.39%
YTD
+1.83%
1 Year
+2.56%
3 Years (annualized)
+8.35%
5 Years (annualized)
+2.70%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSHAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPMorgan CEMBI Broad Diversified Index(^JPCEMBIBDI)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+0.43%
vs Peers
+1.40%

VSHAX Mutual Fund Performance

VSHAX performance across multiple time periods: 1-month 0.65%, YTD 1.83%, 1-year 2.56%, 3-year 8.35%, 5-year 2.70%, 10-year 3.98%.

VSHAX returns outperform the peer average of 0.43% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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