VSHAX Mutual Fund

VSHAX Mutual Fund

NAV$8.03
See how much of VSHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.34%
3 Months
+0.57%
6 Months
+1.82%
YTD
+2.82%
1 Year
+5.81%
3 Years (annualized)
+7.75%
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)
+2.82%
Peer Avg (YTD)
+2.32%
vs Peers
+0.50%

VSHAX Mutual Fund Performance

VSHAX performance across multiple time periods: 1-month -0.34%, YTD 2.82%, 1-year 5.81%, 3-year 7.75%, 5-year 2.70%, 10-year 3.98%.

VSHAX returns outperform the peer average of 2.32% 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.