VSIAX Mutual Fund

NAV$107.35

Returns Overview

1 Month
+3.46%
3 Months
+11.83%
6 Months
+15.31%
YTD
+13.95%
1 Year
+26.44%
3 Years (annualized)
+15.89%
5 Years (annualized)
+9.12%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
CRSP US Small Cap Value Index(CRSPSCV1)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+18.52%
vs Peers
-4.58%

VSIAX Mutual Fund Performance

VSIAX performance across multiple time periods: 1-month 3.46%, YTD 13.95%, 1-year 26.44%, 3-year 15.89%, 5-year 9.12%, 10-year 10.95%.

VSIAX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

VSIAX performance comparison shows side-by-side returns with another fund. VSIAX alternatives are available in the Mutual Fund Screener.